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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.
Ms. Sivak provides retirement plan investment and fiduciary consulting services to employers, benchmarks their retirement plan fees and services, and develops customized employee education campaigns. In addition, she delivers customized services to small, closely held companies, publicly traded corporations, and non-profit organizations. She also develops comprehensive financial plans for individuals.
“I’m excited to work with Christine. Her fresh outlook and deep experience assisting businesses with the management of their retirement plans offers a specialty many clients really value,” said Craig Gabel, Cedar Brook Partner. “In addition, Christine and I will work together to fill a huge need in our community – helping non-profit organizations with the diverse and sometimes complex, financial planning services they need, beginning with their retirement plans,” continued Gabel.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Naples, FL, Cedar Brook Financial Partners 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.
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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.