Recent Headlines
Cedar Brook Financial Partners’ Ted Lorenzen, ChFC, and Anthony Podojil, PhD, Specialize in Financial Issues Facing Educators
Cleveland-based wealth management firm partners help educators understand the upcoming changes in their pension plans. - April 21, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners’ Bill Hawke Raises $20,000 for Leukemia & Lymphoma Society
Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research. - April 19, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Jackie Wylen
Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm. - April 14, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Kelly Smith, CFP®
Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management firm. - March 31, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Lucy Skillicorn
Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC(R) and Anthony Podojil, PhD. - March 22, 2013 - Cedar Brook Financial Partners LLC
Absolute FC, Inc (AFC) Expands Vendor Sponsorship Program
Creative Answers for Businesses in Search of Funding. - March 19, 2013 - Absolute FC, Inc.
Cedar Brook Financial Partners Welcomes Wayne Salsbury
Wayne Salsbury joins Cleveland-based wealth management firm as an Associate to firm Partner, David Robertson, CFP®, JD. - March 13, 2013 - Cedar Brook Financial Partners LLC
The NFEC Teams Up with Generational Wealth Zone to Bring the Financial EduNation Campaign to New York City
Citizens in communities all across the U.S. face monumental financial struggles. To combat the country’s long-term recession, the National Financial Educators Council (NFEC) teamed up with the Generational Wealth Zone (GWZ) to share financial education training through the Financial EduNation campaign. Organizations and residents of California will be one of the first communities to receive these free financial literacy resources. - March 03, 2013 - Generational Wealth Zone
MKA Capital Group Announces Cathedral City California Tesoro Project to Break Ground in Spring 2013
The project will consist of 107 single-family detached homes in a residential area of Cathedral City, CA. - March 02, 2013 - MKA Capital Group Advisors
Cedar Brook Financial Partners’ David Robertson, CFP®, JD Celebrates 20th Anniversary
David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service. - March 02, 2013 - Cedar Brook Financial Partners LLC
Cartius Finance Announce New COO
Cartius Finance are proud to announce their new COO Michael Cussack, who will be joining them as of March 1st 2013. - February 28, 2013 - Cartius Finance
Absolute FC, Inc. Expands Vendor Sponsorship Program
Absolute FC, Inc (AFC) has added another accolade to its expansive and growing repertoire. For several years, Absolute FC, Inc was limited of acceptance to specific type of vendors for its sponsorship program. Due to the increase in funding and programs made available for 2013, Absolute FC, Inc is... - February 27, 2013 - Absolute FC, Inc.
Pathstone Family Office Receives 2013 PAM Award for Best Multi-Family Office
Pathstone Family Office was named the best overall multi-family office under $2.5 billion by Private Asset Management magazine. The Fort Lee, N.J.-based firm received the 2013 PAM Award during the magazine’s annual awards gala Feb. 12 in New York City. In 2011, Pathstone was recognized as... - February 23, 2013 - Legacy Family Office
Cropland Values Continue to Inflate Across Mid-South and Southeast; Trend Expected to Extend in 2013
Farmland values are expected to continue rising across the Mid-South and Southeast U.S., according to the latest Farmland Market Survey released today by Farmland Investor Letter. Cash rent increases continue to lag land price inflation across the region. Respondents were most optimistic for irrigated cropland tracts, where 70% expected values to increase. A slight majority-53% of respondents-expected non-irrigated cropland values to continue to rise; 43% forecast that values would hold steady. - February 16, 2013 - Mercator Research LLC
Absolute FC, Inc. Announces New Division
Absolute FC, Inc. a leader in small business funding - February 13, 2013 - Absolute FC, Inc.
MKA Capital Group is Hole in One for Elkhorn Golf Course
MKA Capital and DEVCO Builders see Profit in Golf Course Project since 2009. - February 02, 2013 - MKA Capital Group Advisors
Legacy Family Office Joins Top-Ranked Pathstone to Expand Client Services
Legacy Family Office, a privately owned registered investment advisory firm, has joined Pathstone Family Office. Legacy Family Office was founded in 2006 by Tammy Surratt and serves families in the Naples area. Surratt founded Legacy Family Office to provide ultra-high net worth families with more... - January 18, 2013 - Legacy Family Office
Jason Sugarman and Sugarman Family Trust Raise $2 Million for Fullerton Technology Foundation
The wine auction fundraising event will be held at the Fullerton Arboretum on June 1st, 2013. - January 17, 2013 - MKA Capital Group Advisors
Cedar Brook Financial Partners’ Ben Katz Celebrates 20th Anniversary and Launch of findmybenefits.com
Cleveland-based wealth management firm’s Director of Employee Benefits offers clients another value-add, a web portal for employees. - January 02, 2013 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Sponsors First in a Series of BBYO Leadership Development Programs
Over one hundred teens from Northeast OH participated in first Israel Defense Force Leadership Development Program sponsored by Cedar Brook Financial Partners and developed through BBYO, the world’s leading Jewish teen movement. - December 08, 2012 - Cedar Brook Financial Partners LLC
Tightening U.S. Farmland Market Presents a Growing Hurdle for Farm Investment Managers
Farmland fund paying $108 million for 29,000 acres in Texas and Wisconsin as it strives to invest mounting cash backlog. - December 05, 2012 - Mercator Research LLC
Cedar Brook Financial Partners Adds High Demand Financial Planning Service for Public Employees
Veteran financial services advisor, Ted Lorenzen, ChFC® and former superintendent, Dr. Anthony Podojil, PhD specialize in particular financial issues faced by educators and other public employees. - December 05, 2012 - Cedar Brook Financial Partners LLC
Beacon Financial Advisors, LLC Celebrates 10 Years of Providing Service to Residents of the Greater Kansas City Area
Kansas City’s Fee-Only Financial Planner Marks its 10 Year Service Anniversary this Quarter. - December 04, 2012 - Beacon Financial Advisors, LLC
Canby Financial Advisors Names Flaherty Relationship Manager
Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients - November 29, 2012 - Canby Financial Advisors, LLC
Platinum Benefit Planning Launches New Information Website in Response to the Cost of Medicaid Nursing Home Care Planning- Eligibility and Asset Protection
Platinum Benefit Planning launches its new informational website showing, once again, its commitment to helping families get educated and gain government and nursing home benefits. Certain types of assets are not considered when determining whether an applicant meets the asset requirements for Medicaid eligibility. - November 25, 2012 - Platinum Benefit Planning
Guardian Capital Advisors, LLC Sponsors Raleigh Roundup
Local Financial Advisory Firm Helps The American Cancer Society Make Nov. 9 Event a Great Success - November 16, 2012 - Guardian Capital Advisors
Wall Street Firm Steps Up to Plate on Veteran’s Day; Mischler Financial Group to Contribute November Profits to Wounded Warrior Project
Mischler Financial Group, Inc., the securities industry’s oldest and largest Service Disabled Veterans Business Enterprise, has announced that it will be contributing 10% of the firm’s November profits to the Wounded Warrior Project; the leading non-profit dedicated to creating jobs and improving the circumstances of the thousands of men and women who risked their lives and became physically disabled while serving in our country’s Armed Forces. - November 09, 2012 - Mischler Financial Group, Inc.
MKA Advisors Group Announces the For Sale Listing of the Elkhorn Golf Resort Property
MKA Capital, a real estate firm specializing in fund management, real estate assets, and real estate developments, is excited to announce the newly for sale listing of the Elkhorn Golf Resort property located in Lyons, OR. An operational 18-hole golf course is part of the 463 acre property of... - November 03, 2012 - MKA Capital Group Advisors
Cedar Brook Financial Partners' Timothy Lata, CLU(R), ChFC(R) Celebrates 20th Anniversary
Financial services advisor at one of the region’s largest independent wealth management firms celebrates 20 years of delivering individualized financial plans. - November 03, 2012 - Cedar Brook Financial Partners LLC
Global Trust Depository Announces Update of Services & Website
Global Trust Depository, established in 1979, is in the business of providing Authentication Reports, Safekeeping Receipts, Blocked Asset Letters. They act as a Third Party Holder of Assets in valuable asset transactions including sales, leases, trades and lending situations. Now to better serve... - October 28, 2012 - Global Trust Depository
Cedar Brook Financial Partners Welcomes Linda Parker
Linda Parker joins Cleveland-based wealth management firm as Executive Assistant to Firm Principal, William Glubiak. - October 21, 2012 - Cedar Brook Financial Partners LLC
MKA Capital Acquisitions Breaks Ground on Second Release of the McKee Subdivision
MKA Capital Group LLC, a real estate firm that manages McKee Development LLC, is breaking ground on the Second Release of the McKee subdivision. It is a 157 unit project where 30 of the 78 lots in Phase I are already sold. Located in Bakersfield, CA, the project is being managed by MKA Capital... - September 21, 2012 - MKA Capital Group Advisors
Cedar Brook Financial Partners' Kristen Moran, CFP(R), is Named Director of Jeremy Cares, Inc.
Kristen Moran, Director of Wealth Strategies for Cleveland-based wealth management firm volunteers to help non-profit expand its footprint in Northeast Ohio. - September 15, 2012 - Cedar Brook Financial Partners LLC
MKA Capital Group Advisors Announces New Website
Website will inform potential investors of services and provide general information about additional projects and current funds. - September 12, 2012 - MKA Capital Group Advisors
Cedar Brook Financial Partners Welcomes Certified Financial Planner(R) Andrew Denis as Partner
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that Andrew Denis has joined the firm as a Partner. The advisors at Cedar Brook, one of Northeast Ohio’s largest independent wealth management firms, offer a wide range of customized financial advising... - September 06, 2012 - Cedar Brook Financial Partners LLC
High-End Women’s Apparel Company, Searle™ Seeks Buyer to Exit Bankruptcy
Three Twenty-One Capital Partners, LLC (321 Capital) announced today that it has been court appointed to sell the well-known, high-end women’s apparel company, Searle™/Tom Jones Inc., which operates under the brand name Searle, as an entirety or in parts, through the U.S. Bankruptcy Court of the State of New York. - August 30, 2012 - 321 Capital Partners LLC
Danielle Dion Joins Legacy Family Office
Legacy Family Office, a southwest Florida based Multi-Family Wealth Office, welcomes Danielle Dion in her new position as Client Service Associate. Dion’s experience and customer service focus will enhance the concierge level of financial affairs coordination currently delivered by Legacy... - August 25, 2012 - Legacy Family Office
Reaves Greer of Guardian Capital Advisors Passes Level II Chartered Financial Analyst Exam
Registered Sales Assistant for Local Financial Firm Reaches Milestone in Pursuit of CFA Certification. - August 12, 2012 - Guardian Capital Advisors
Dixon-Meyers Trailways is Acquired by Windstar Lines Inc.
Three Twenty-One Capital Partners, LLC (321 Capital) announced today that it has successfully completed the asset sale of Dixon Meyers Transportation and Dixon Meyers Bus Company d/b/a Dixon Meyers Trailways in Rochelle, IL to Windstar Bus Lines, based out of Carroll, IA. Dixon Meyers... - August 11, 2012 - 321 Capital Partners LLC
International Bentley & Rolls Royce North Sea Rally Sponsored by Brokersclub AG
North Sea Rally Sunday 9 September 2012 Sponsored by Brokersclub AG Organised by International North Sea Rally On Sunday, September 9, 2012, the summer season will be ended in style with a rally along the North Sea, from Knokke to Middelkerke. Enjoy a day filled with Bentleys and Rolls-Royces,... - August 08, 2012 - Brokersclub AG
Cedar Brook Financial Partners Welcomes Compliance Specialist David Anderson, J.D.
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that David Anderson has joined the firm as Chief Compliance Officer. The advisors at Cedar Brook, one of the region’s largest independent wealth management firms, offer a wide range of customized... - August 05, 2012 - Cedar Brook Financial Partners LLC
Select Stainless is Acquired by The McAllisters
Three Twenty-One Capital Partners, LLC (321 Capital Partners) announced today that it has successfully completed the asset sale of Select Stainless, a Production and Custom Stainless Steel Manufacturer, to Select Stainless Products, LLC owned by Larry and Betty McAllister, will continue operations... - August 04, 2012 - 321 Capital Partners LLC
Cedar Brook Financial Partners Hires Chief Experience Officer
Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hired Jennifer Falb as Chief Experience Officer. - July 21, 2012 - Cedar Brook Financial Partners LLC
Michael Hensley of Guardian Capital Advisors, LLC Helps Lead Washington, D.C. Financial Event
Managing Member of Raleigh Firm One Of Only Fifteen Financial Advisors Nationwide to Participate in Capitol Hill Day Advocacy Event - June 30, 2012 - Guardian Capital Advisors
Cedar Brook Financial Partners’ Rebecca Bar-‐Shain Earns Certified Financial PlannerTM Certification
Cleveland-‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-‐Shain, has earned the esteemed CFP® Certification. - June 23, 2012 - Cedar Brook Financial Partners LLC
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners as a Best Employer in Northeast Ohio
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 20, 2012 - Cedar Brook Financial Partners LLC
Appropriate Balance Financial Services Announces Expansion Into 401(k) Pension Planning
Appropriate Balance Financial Services, Inc. (ABFS) announced today that it will leverage its extensive investment management experience by expanding into 401(k) and 403(b) pension planning services. “This is a very natural extension of the investment management and financial planning... - June 19, 2012 - Appropriate Balance Financial Services, Inc.
Cedar Brook Financial Partners’ Eric Rubin is Recipient of National Achievement Award
The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row. - June 16, 2012 - Cedar Brook Financial Partners LLC
Experienced Financial Services Professional Joins Cedar Brook Financial Partners
Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks. - June 02, 2012 - Cedar Brook Financial Partners LLC
Industry Pros Continue Migration to WallachBeth Capital; More New Hires for Go-To Execution Experts
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, announced its further expansion with the recent hiring of Jennica Ross, who will oversee strategic client relationships, and options and merger... - May 17, 2012 - Mischler Financial Group, Inc.