Cleveland financial planners Latest News

Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities.

Susan Svenson, a twenty-year financial services veteran, joined Cleveland's Creekside Financial Advisors as a client manager.

Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments.

Shannon Barry, a retirement plan educator, has joined one of the region's largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager.

Cedar Brook Financial Partners' managing principal and chief Investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years.

Employees at Cedar Brook Financial Partners, one of the largest wealth management firms in Northeast Ohio, pay to wear jeans to work to support MedWish.

Investment strategist, Azim Nakhooda, is chosen to speak on hot finance topics at Ohio Treasury's summer conferences.

Cleveland-based Creekside Financial Advisors added Jessica Silver and Susan Valerios to the firm's growing client service staff.

Cedar Brook Financial Partners, one of the largest independent wealth management firms in Northeast OH, has elevated two partners' roles. Azim Nakhooda is now managing principal and Peter Franz is the chief investment officer.

Craig Gabel, a wealth manager at Cleveland financial planning firm, Cedar Brook Partners, celebrates his 20th year anniversary in the financial services industry.

Cleveland financial planner, Richard Anderson, has developed hundreds of customized retirement plans since 1976. Anderson develops and executes financial plans for physicians, corporate executives, privately held business owners, and families.