Cedar Brook Financial Partner Richard Anderson Celebrates His 35 Year Anniversary
Cleveland financial planner, Richard Anderson, has developed hundreds of customized retirement plans since 1976. He specializes in creating financial plans for physicians, privately held business owners, corporate executives, and families.
Cleveland, OH, April 15, 2011 --(PR.com)-- Richard Anderson, a partner with the Cleveland wealth management firm Cedar Brook Financial Partners, LLC , celebrates his 35th year anniversary in the financial services business this month.
Anderson is the director of the retirement plan division of Cedar Brook Financial Partners.
Anderson started his financial planning career in business development at a property casualty agency. While selling life insurance, he realized there was a huge need to help people plan for retirement.
Anderson has been the director of Cedar Brook’s retirement division for three years. He’s known for his keen ability to design advanced plans for business owners that include using profit sharing and defined benefit plans to result in highly effective retirement programs.
“Richard’s deep experience developing complex retirement plans is yet another way Cedar Brook differentiates itself from other wealth management firms,” said Azim Nakhooda, principal and chief investment officer of Cedar Brook. “Richard’s commitment to his clients extends beyond creating smart, customized retirement plans. He is also dedicated to helping educate them on how to save and the best way to invest their savings. We’re excited to celebrate this milestone anniversary with him,” continued Nakhooda.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2010. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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Anderson is the director of the retirement plan division of Cedar Brook Financial Partners.
Anderson started his financial planning career in business development at a property casualty agency. While selling life insurance, he realized there was a huge need to help people plan for retirement.
Anderson has been the director of Cedar Brook’s retirement division for three years. He’s known for his keen ability to design advanced plans for business owners that include using profit sharing and defined benefit plans to result in highly effective retirement programs.
“Richard’s deep experience developing complex retirement plans is yet another way Cedar Brook differentiates itself from other wealth management firms,” said Azim Nakhooda, principal and chief investment officer of Cedar Brook. “Richard’s commitment to his clients extends beyond creating smart, customized retirement plans. He is also dedicated to helping educate them on how to save and the best way to invest their savings. We’re excited to celebrate this milestone anniversary with him,” continued Nakhooda.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2010. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families can consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
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Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
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