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Follow on Google News | Cedar Brook Financial Partners Welcomes Marge GillotaMarge Gillota, expert medical ombudsman joins Cedar Brook Financial Partners, one of the largest wealth management firms in Northeast Ohio.
By: Laura Sheridan “Marge adds tremendous knowledge to our team,” said Howard Slater, Cedar Brook Partner. “With over twenty years in the health care business, she’s an ideal candidate for our practice. Marge’ “I’m thrilled to be part of the Cedar Brook team,” explained Gillota. “I know, firsthand, the complexities related to a physician’s financial world. That’s why I’m excited to assist my colleagues by introducing them to Cedar Brook partners who can skillfully create individualized plans so they may work towards the life they’ve dreamed of upon retirement.” About Cedar Brook Financial Partners LLC Cedar Brook Financial Partners LLC is one of Northeast Ohio’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook’s fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client’s personal CFO; they uniquely understand their customer’s professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an 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. # # # 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. End
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