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Cedar Brook Financial Partners LLC Announces Major Expansion

Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.

 
PRLog - Jan. 6, 2012 - Cedar Brook Financial Partners LLC   (www.cedarbrookfinancial.com) is pleased to announce a major expansion due to a merger with The Professional Advisor Group, a wealth management firm headquartered in Bloomfield Hills, Michigan with an office in Naples, Florida. Cedar Brook, one of the region’s largest independent wealth management firms, will once again increase its professional staff and areas of expertise. The Professional Advisor Group brings nine professionals and years of experience planning for physicians and women, and working with family-offices to complement Cedar Brook’s wide range of financial planning and wealth management services. Cedar Brook Financial Partners will be the name of the combined group.

Founded by Gregg Fortune, CFP(R), CFS, AEP, The Professional Advisor Group is an independent wealth management firm that forms strategic alliances with CPAs, attorneys, and other professionals to provide its clients with comprehensive life services. Their clients view them as their “personal wealth managers” as their services are truly customized and personal.

“We’re proud to add Gregg and his top-notch team to Cedar Brook. The firm is discriminating when it comes to choosing partners, and these stellar financial advisors bring increased expertise and a shared level of professional excellence. Most importantly, The Professional Advisor Group shares our values regarding client-driven advice and service. This merger also provides the firm with a Florida presence to better serve and expand our advisory platform there,” said Azim Nakhooda, Cedar Brook Financial Partners, managing principal.

“Cedar Brook’s broad expertise, experienced financial advisors, and tremendously loyal client base make it a very attractive partner,” explained Gregg Fortune, managing principal of The Professional Group. “Importantly, they share our passion for providing fabulous service and smart financial counsel to their clients. It’s a win-win for everyone,” continued Fortune.

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 2011. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2011 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.

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Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast OH. The advisors deliver customized personal services including comprehensive wealth strategies, investment & insurance advice and retirement planning.

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Contact Email:
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Source:Laura Sheridan
City/Town:Cleveland - Ohio - United States
Industry:Finance, Manufacturing, Medical
Tags:wealth management, financial advisors, retirement planning, investment strategy, estate planning, financial planning
Shortcut:prlog.org/11765329
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