Recent Headlines
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.
Ernst & Young Announces Finalists for the 2012 Entrepreneur of the Year Awards in Orange County
Ernst and Young announces 15 finalists for the 2012 Entrepreneur of the Year Awards in Orange County, Calif. Award winners will be announced at a special gala on Thursday, June 7, 2012 at the St. Regis Resort in Laguna Niguel. - May 11, 2012 - Ernst & Young LLP
Cedar Brook Financial Partners Promotes Barbara Pal
Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Barbara is a Client Manager for Cleveland-based Cedar Brook Financial Partners. Cedar Brook is one of the region's largest independent wealth management firms. - May 09, 2012 - Cedar Brook Financial Partners LLC
Charleston Services and DMA Form an Alliance
Charleston Services, Inc has partnered with DuCharme, McMillen & Associates, Inc (DMA) to better service property tax clients. - May 07, 2012 - Charleston Services, Inc
Cedar Brook Financial Partners’ Barbara Baxter Celebrates 20th Anniversary
Barbara Baxter, Partner of Cedar Brook Financial Partners, one of Cleveland’s largest independent wealth management firms celebrates 20 years of experience delivering comprehensive financial services to her clients. - May 05, 2012 - Cedar Brook Financial Partners LLC
Market Volatility Trims Healthy First Quarter Gain – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of March 2012. - April 24, 2012 - Ascenta International
Master Life Invest Expands with Senior Business Leader Focusing on Key Investment Products
Master Life Invest (Tokyo), independent investment management firm based in Tokyo, announces Ms. Janine Armen as Senior Client Relations Manager and Product Director for the Alternative Investment team. - April 24, 2012 - Master Life Invest
Sage Consulting and Wealth Preservation Continues to Expand with the Addition of Joseph Romak, MS, FLMI as Director of Underwriting
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Joseph Romak to their team of expert advisors. Joseph adds to Sage experience gleaned from thirty years as a risk selection professional while obtaining the beneficial underwriting class for life insurance clients. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Shows Support for the Arts with Contribution to Papermill Theatre
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., has recently donated twenty thousand dollars to the Papermill Theatre Mainstage Company and its parent organization, North Country Center for the Arts. - April 06, 2012 - Sage Consulting and Wealth Preservation
Sage Consulting and Wealth Preservation Welcomes Chicago Based Risk Manager, Aaron Brooks, MBA as Senior Risk Manager
Sage Consulting and Wealth Preservation, located in Saratoga Springs, N.Y., announces the addition of Aaron Brooks to their risk management team. Aaron joins the Sage team with expertise accumulated throughout a career consulting with corporate executives in the financial, accounting and information systems arenas. - April 06, 2012 - Sage Consulting and Wealth Preservation
As U.S. Farmland Prices Hit Record Highs, Non-Farmer Investors' Influence is Likely Greater Perceived
A new analysis by Farmland Investor Letter shows that non-farmer investors are likely an increasingly dominant force in the public farmland market. - March 22, 2012 - Mercator Research LLC
There Are No Circumstances Under Which a Farmer Should Sell Their Farmland
The Farmland Marketing And Management Group Says, Interest in Alternative Investments Could Make the Outright Sale of a Family Farm an Unnecessary, Costly Event - March 16, 2012 - Farmland Marketing and Management Group, Inc.
Buzek Wealth Advisors Joins Cedar Brook Financial Partners
Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities. - March 15, 2012 - Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners Welcomes Retirement Plans Specialist Christine Sivak
Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities. - March 11, 2012 - Cedar Brook Financial Partners LLC
US Recovery Drives 10% Rise in January – Ascenta Special Situations Resource Fund
Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of January 2012. - March 02, 2012 - Ascenta International
Pay $5 to Wear Jeans to Work at Cleveland-Based Cedar Brook Financial Partners
For 5th year in a row, Cedar Brook Financial Partners, one of the region's largest wealth management firms, raises money for American Heart Association’s Go Red for Women Campaign. - February 09, 2012 - Cedar Brook Financial Partners LLC
Guardian Capital Advisors, LLC Releases Podcast on 401(k) Planning for Companies
Mike Hensley, Certified Financial Planner, Discusses How Businesses Can Provide Appropriate Retirement Advice to Employees - February 09, 2012 - Guardian Capital Advisors
Cedar Brook Financial Partners' Megan Farnsworth Celebrates 5th Anniversary
Megan Farnsworth, Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone. - February 09, 2012 - Cedar Brook Financial Partners LLC
2011 Ends with Mixed Results, More of the Same Expected in 2012 According to Farmers and Merchants Trust Company
2011 ended with mixed results according to Farmers and Merchants Trust Company’s (FMTC) December Economic Commentary. - January 22, 2012 - Farmers and Merchants Trust Company
Ernst & Young LLP Seeks Orange County’s Outstanding Entrepreneurs
Nominations are open for the Ernst & Young Entrepreneur Of The Year® 2012 Regional Awards, celebrating Orange County’s most innovative business leaders. - January 20, 2012 - Ernst & Young LLP
WallachBeth Capital Adds More Industry Vets to ETF Desk; Boutique Broker Continues to Leverage Talent and Market Presence
WallachBeth Capital LLC (“WB”), the institutional brokerage/execution firm specializing in exchange-traded funds (ETFs), equities and options, today announced its further expansion with the addition of two more industry veterans to the firm’s ETF execution division, one of the leading ETF desks in the Industry. Chris Hempstead, a 20-year trading market veteran joins as Director of ETF Execution, and Dong Lee, a 12-year ETF product specialist, joins as Director of Institutional Sales. - January 11, 2012 - Mischler Financial Group, Inc.
Cedar Brook Financial Partners LLC Announces Major Expansion
Cleveland-based Cedar Brook Financial Partners is merging with The Professional Advisor Group, LLC, based in Bloomfield Hills, MI with an office in Naples, FL. - January 08, 2012 - Cedar Brook Financial Partners LLC
Guardian Capital Advisors, LLC Releases Podcast on Divorce Planning
Suzanne Barham, Certified Divorce Financial Analyst, Gives Advice on Ensuring Financial Security Throughout Difficult Process - January 06, 2012 - Guardian Capital Advisors
Late-November Equity Market Rebound, Bond Market Uncertainty End Volatile November, According to Farmers and Merchants Trust Company Report
Global equity markets surged nearly 8% in the last three days of November, while the bond market continued to struggle with low yields, according to Farmers and Merchants Trust Company’s (FMTC) November Economic Commentary. “Despite the late-month rebound, November was a relatively... - December 21, 2011 - Farmers and Merchants Trust Company
MJ Structured Settlement Annuities Presents Steps to Properly Purchase a Secondary Market Structured Settlement Annuity
MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, presents the steps to properly purchase a secondary market structured settlement annuity. - December 17, 2011 - MJ Structured Settlement Annuities, Inc.
Equity Market Rebound Triggers Cautious Optimism According to Farmers and Merchants Trust Company October Economic Commentary
Global equity benchmarks enjoyed their best October monthly return since 1982, sparks glimmer of optimism for investors despite prevailing uncertainty surrounding the health of the global economy, according to Farmers and Merchants Trust Company’s October Economic Commentary. - November 23, 2011 - Farmers and Merchants Trust Company
MJ Structured Settlement Annuities Retains Internet Marketing and Management Group, FL, for Branding and Campaigns
MJ Structured Settlement Annuities, a national industry leader in reassigning structured settlements, lottery winnings and annuities, has retained Coral Springs, FL, company Internet Marketing and Management Group (IMMG) for branding and launching of new marketing campaigns, and business expansion. MJ Structured Settlement Annuities plays a vital role in assisting clients with creating a financial plan for the future that offers financial security and a worry-free lifestyle. - November 12, 2011 - MJ Structured Settlement Annuities, Inc.
Guardian Capital Advisors, LLC Sponsors Artspace Collectors Gala and 25th Anniversary Celebration
Sponsorship of Local Financial Advisory Firm to Benefit Artists, Educational Programming and Community Outreach - November 11, 2011 - Guardian Capital Advisors
Cleveland Financial Advisor Howard Slater Earns Coveted Master of Science in Financial Services Degree
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments. - November 11, 2011 - Cedar Brook Financial Partners LLC