Cedar Brook Group, founded in 2005, is a financial planning firm based in Cleveland, OH, dedicated to putting the individual at the center of their financial planning process. They believe in The Humanity FactorTM, a philosophy that focuses on understanding each client's unique identity, relationships, and contributions to provide personalized and meaningful financial advice.
By prioritizing the human aspect of financial planning over numbers and products, Cedar Brook Group aims to create a collaborative environment where families, advisors, and the firm work together towards a common purpose of honoring each client's individuality and goals.
Generated from the website