financial advisors Latest News

REDW Stanley Wealth Advisors, LLC, an SEC registered affiliate of REDW LLC and a highly respected investment advisory firm with a primary focus on serving clients in the Southwest, is pleased to announce the addition of Robert Elzholz as Trading and...

Max joins REDW most recently from the New Mexico Department of Insurance, where he served as a Financial Analyst, and holds more than 30 years of successful experience serving as a Certified Financial Examiner, performing various financial examinations...

Paladin Registry announced Gregory Bunger, W Ben Keel, and Kathleen Covey were awarded a 5 star quality rating and admitted to the Paladin Registry of financial professionals.

Ascensus today announced that it has completed the acquisition of ExpertPlan, Inc., resulting in expanded service offerings to clients.

Ascensus, a leading retirement plan solutions provider, is pleased to announce they have entered into a definitive merger agreement with ExpertPlan that is pending regulatory approval.

Leading recordkeeper has provided ETF access within its plans to financial professionals focused on lower-cost investments since 2009

Putnam nabs the top spot while Blackrock and Fidelity stay in the top three. Leading firms are starting to integrate personalization, rich media and social tactics to make it easy for advisors to do business.

Veteran financial planner, Andrew Denis, joins Cedar Brook Financial Partners in new Tampa Bay area office in Clearwater.

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hires David Anderson, J.D., as Chief Compliance Officer.

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms announces that Jennifer Falb is joining the firm.

The California Forums are yearly events presented by SCI, primarily for advisors in estate, financial, and business planning. In today’s complex world, no one person can be an expert in all areas of estate, business, tax and wealth planning.

Cleveland-­‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-­‐Shain, has earned the esteemed CFP® Certification.

Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.

The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row.

Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks.

Barbara Pal, a 33-year industry veteran, has received a promotion to Client Manager at Cedar Brook Financial Partners. Cedar Brook is a Cleveland-based wealth management firm. It is one of the region's largest independent financial planning firms.

Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.

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

After coaching business owners for 14 years, business coach Stan Mann is now specializing in helping independent financial advisors.

Kirkland Albrecht & Fredrickson, LLC (KAF) one of the leading CPA firms in the Boston area, is proud to announce that Sean Killgoar, CPA, MST of Whitman has been appointed to the Board of Directors of the Massachusetts Chapter of Construction Financial...

REDW Stanley Wealth Advisors, LLC, an SEC registered affiliate of REDW LLC and a highly respected investment advisory firm with a primary focus on serving clients in the Southwest, is pleased to announce the addition of Robert Elzholz as Trading and...

Max joins REDW most recently from the New Mexico Department of Insurance, where he served as a Financial Analyst, and holds more than 30 years of successful experience serving as a Certified Financial Examiner, performing various financial examinations...

Juhee Kim joins us as a Tax Accountant with nearly three years of audit and tax experience working for a regional CPA firm in Wayne, Pennsylvania that caters to middle-market companies.

Michael Canet, JD LLM, retirement planning expert, was recently featured in Forbes as one of America’s PremierExperts.

Cartius Finance are proud to announce their new COO Michael Cussack, who will be joining them as of March 1st 2013.

Paladin has admitted J Charles Mann to its Registry of 5 Star Rated Financial Advisors

Paladin has admitted Kevin Makalous to its Registry of 5 Star Rated Financial Advisors

Nick Edwards, Gary Komarek, and C Scott Cheney have been admitted to Paladin's Registry of Financial Advisors and Financial Planners

Zain Griffith, Morris Amiri, and Larry Farmbry have been admitted to Paladin's Registry of Financial Advisors and Financial Planners

Dana Honquist, Robert Rinvelt, and Michael George were awarded a 5 star quality rating and admitted to Paladin's Registry of Financial Advisors and Financial Planners

Doug Blankenship, Russel Hodgson, and Krista McBeath have been admitted to Paladin's Registry of Financial Advisors and Financial Planners

Sean Boylan, Stephen DeCesare, and Mike Stewart were awarded a 5 star quality rating and admitted to Paladin's Registry of Financial Advisors and Financial Planners

Paladin Registry announced Gregory Bunger, W Ben Keel, and Kathleen Covey were awarded a 5 star quality rating and admitted to the Paladin Registry of financial professionals.

Ascensus today announced that it has completed the acquisition of ExpertPlan, Inc., resulting in expanded service offerings to clients.

Ascensus, a leading retirement plan solutions provider, is pleased to announce they have entered into a definitive merger agreement with ExpertPlan that is pending regulatory approval.

Leading recordkeeper has provided ETF access within its plans to financial professionals focused on lower-cost investments since 2009

Investor Watchdog announced Michael Ubben, Craig Goos, and Merra Lee Moffitt were awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals.

Putnam nabs the top spot while Blackrock and Fidelity stay in the top three. Leading firms are starting to integrate personalization, rich media and social tactics to make it easy for advisors to do business.

Ascensus, a leading retirement plan solutions provider, announces expanded efforts to drive results for financial advisors in retirement plan servicing.

Veteran financial planner, Andrew Denis, joins Cedar Brook Financial Partners in new Tampa Bay area office in Clearwater.

Investor Watchdog announced Amine Mabsout was awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals.

Investor Watchdog announced James Calder has been awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals.

Set to be introduced on the 1st January 2013, the Financial Services Authority will introduced a Retail Distribution Review (RDR) – a new set of professional standards for the Financial Advice profession.

Investor Watchdog announced Jonathan Pyne was awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals.

Before Watchdog, you didn't have a choice. It was you vs. Wall Street. Not any more! Watchdog levels the playing field by providing FREE tools & services that help you make the right decisions when you select, retain, and replace financial advisors.

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hires David Anderson, J.D., as Chief Compliance Officer.

How Corey The Smart One Touch Assistant Works Exactly The Way You Need It To!

Ascensus, a leading retirement plan solutions provider, appoints Cheryl Courtney as Regional Vice President of its "West" territory.

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms announces that Jennifer Falb is joining the firm.

The California Forums are yearly events presented by SCI, primarily for advisors in estate, financial, and business planning. In today’s complex world, no one person can be an expert in all areas of estate, business, tax and wealth planning.

Cleveland-­‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-­‐Shain, has earned the esteemed CFP® Certification.

Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.

The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row.

Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks.

Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm.

Barbara Pal, a 33-year industry veteran, has received a promotion to Client Manager at Cedar Brook Financial Partners. Cedar Brook is a Cleveland-based wealth management firm. It is one of the region's largest independent financial planning firms.

Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

Cleveland-based Buzek Wealth Advisors joins Cedar Brook Financial Partners to increase its geographic footprint and capabilities.

Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.

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

For 5th year in a row, wealth management firm raises money for American Heart Association’s Go Red for Women Campaign.

After coaching business owners for 14 years, business coach Stan Mann is now specializing in helping independent financial advisors.

“When it comes to saving for retirement, there is never a better time than today to assess your prospects toward meeting your goals by becoming educated and adapting to change.”

Megan Farnsworth, Senior Account Manager of Cleveland-based Cedar Brook Financial Partners' Employee Benefits Division, hits 5-year career milestone.

Financial Advisors Bill Dietz and Craven Green of Extraco Banks in Central Texas are named to Raymond James Executive Council for the second consecutive year.

Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.

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

Today's economic climate requires skill and expertise to navigate. Future Planning Systems, Inc. shows why it is important to get guidance when it comes to your wealth.

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