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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.

FOR IMMEDIATE RELEASE

 
PRLog (Press Release) - Mar. 13, 2012 - Cedar Brook Financial Partners LLC   (www.cedarbrookfinancial.com) is pleased to announce that Buzek Wealth Advisors is joining the Cleveland-based wealth management firm. The merger enables Cedar Brook, one of the region’s largest independent wealth management firms, to once again increase its professional staff and areas of expertise.  

Founded by Kenneth Buzek, a 35-year veteran of the financial services industry, Buzek Wealth Advisors specializes in helping clients develop comprehensive financial plans that include sophisticated tax planning strategies.  Buzek’s financial services career includes working as a Certified Public Accountant with a major national firm, as well as serving in various positions in accounting, financial planning, financial analysis, and budgets and statistics with two Fortune 1000 companies.  Buzek serves on several committees and boards of directors in various private and public organizations. The firm is based in Strongsville, OH, and will continue to operate out of its current office.
“We’re thrilled to add Ken and his impressive professional team to Cedar Brook.  Their deep experience in tax planning provides yet another capability to Cedar Brook’s clients.  We’re always looking for ways to expand the services we offer our clients, so adding the Buzek group to Cedar Brook was a fantastic opportunity to further our vision of delivering the best comprehensive advice to our clients,” said Azim Nakhooda, Cedar Brook Financial Partners Managing Principal.

“We are really excited to be part of Cedar Brook,” said Ken Buzek, Buzek Wealth Advisors Principal.  We’re laser focused on helping our clients pursue their financial dreams.  To be an outstanding financial advisor you need to offer a huge range of capabilities, and our partnership with Cedar Brook allows us to do just that,” continued Buzek.

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. Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation. Cedar Brook Financial Partners LLC, Buzek Wealth Advisors, and the Securities America companies are not affiliated.

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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, Business
Tags:wealth management, financial advisors, retirement planning, investment strategy, estate planning, financial planning
Shortcut:prlog.org/11822636
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