Cedar Brook Group
Financial ServicesView the employees at
Cedar Brook Group-
Barbara Pacifico Administrative Assistant at Cedar Brook Financial Partners
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Cleveland, Ohio, United States
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Rising Star
Ted Lorenzen, CHFC Partner | Financial Advisor at Cedar Brook Group, specializing in Financial Planning & Investment Management-
Cleveland
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Top 5%
Becky Aylsworth JRegistered Office Assistant at Cedar Brook Financial Partners-
Cleveland, Ohio, United States
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Rising Star
Jo Ross Executive Associate at Cedar Brook Financial Partners-
Cleveland, Ohio, United States
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Top 10%
Overview
At Cedar Brook Group, we’ve created a motto to summarize both our belief system around financial planning, and the culture we celebrate in our firm every day. We call it The Humanity FactorTM. In our observation, when smart people reach out for help with their financial affairs, they often walk head-on into a wall of confusion. They’re seeking clarity and confidence and instead they’re often met with the exact opposite. We believe it’s because, over time, the industry has convinced consumers that planning is about numbers first and mostly. It’s the classic conversation of “when do you want to retire and how much do you need a year?” The conversations can feel hollow, making it tough to get grounded about what you’re hearing, and whether it makes sense for you personally. The Humanity Factor represents our commitment to celebrating clients as the central figures in their own planning. We believe that in doing so, together we can achieve unprecedented results. Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.
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