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Cedar Brook Financial Partners Welcomes Certified Financial Planner(R) Andrew Denis is Partner
Veteran financial planner, Andrew Denis, joins Cedar Brook Financial Partners in new Tampa Bay area office in Clearwater.
Prior to joining Cedar Brook, Mr. Denis provided comprehensive financial planning and management services for successful business executives and retirees at Boston Asset Management. Mr. Denis’ career also includes serving the financial management needs of professional athletes. Mr. Denis became a specialist in this niche as his outstanding analytical skills enabled him to help his clients articulate their goals and then build structured, effective plans to achieve them.
“We’re thrilled to have Andrew join Cedar Brook and establish a presence for our firm in Clearwater. Andrew’
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and now Clearwater, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2012. 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 again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. 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.