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By Viva La Brand
Veteran financial planner, Andrew Denis, joins Cedar Brook Financial Partners in new Tampa Bay area office in Clearwater.
By The Annuity Specialist
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.
By Viva La Brand
Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hires David Anderson, J.D., as Chief Compliance Officer.
By Coremobile Networks
How Corey The Smart One Touch Assistant Works Exactly The Way You Need It To!
By Ascensus
Ascensus, a leading retirement plan solutions provider, appoints Cheryl Courtney as Regional Vice President of its "West" territory.
By Viva La Brand
Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms announces that Jennifer Falb is joining the firm.
By The Southern California Institute
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.
By Viva La Brand
Cleveland-­‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-­‐Shain, has earned the esteemed CFP® Certification.
By Viva La Brand
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.
By Viva La Brand
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.
By Viva La Brand
Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks.
By Laura Sheridan
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.
By Laura Sheridan
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.
By Viva La Brand
Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.
By Buzek Wealth Advisors
Cleveland-based Buzek Wealth Advisors joins Cedar Brook Financial Partners to increase its geographic footprint and capabilities.
By Laura Sheridan
Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.
By Laura Sheridan
Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities.
By Laura Sheridan
For 5th year in a row, wealth management firm raises money for American Heart Association’s Go Red for Women Campaign.
By Solutions for Financial Advisors, LLC
After coaching business owners for 14 years, business coach Stan Mann is now specializing in helping independent financial advisors.
By Faith M. Jackson
“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.”
By Laura Sheridan
Megan Farnsworth, Senior Account Manager of Cleveland-based Cedar Brook Financial Partners' Employee Benefits Division, hits 5-year career milestone.
By Extraco Financial Services
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.
By Laura Sheridan
Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.
By Laura Sheridan
Susan Svenson, a twenty-year financial services veteran, joined Cleveland's Creekside Financial Advisors as a client manager.
By Dave Horton
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.
By Laura Sheridan
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments.
By Laura Sheridan
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.
By Beacon Financial Group
Randy Landsman, President of Beacon Financial Group is honored to announce the firm has received the prestigious honor of becoming a preferred financial planning firm for the International Special Olympics.
By Long Term Care Insurance | Kurt Lauman | LTCFP
"When Financial Advisors Recommend Long-Term Care Insurance (LTCi), They Can Save Their Clients and Themselves a Bundle." Say Kurt Lauman a Long Term Care Insurance Specialist & Partner with LTC Financial Partners. (LTCFP)
By Keith Springer
Emerging Stocks Drop to 14-Month Low as Fed Sees Economic Risk Keith Springer discusses why investors were disappointed in the Federal Reserve’s market outlook following the Federal Reserve Open Market Committee meeting.
By EVANS Group Financial Advisors
EVANS Group Financial Advisors in Cheshire, CT, will host a free investment and financial opportunities seminar on Wednesday, September 21 titled "Dealing with Debts, Dips and Doubts". Keynote speaker will be Dr. Chris Ball of Quinnipiac University.
By Ascensus
Ascensus, a leading retirement plan solutions provider, today announced that it has appointed Karen Olsen, Jason Timko and Anna Toy as Regional Vice Presidents for its Florida, New York Metro and Pacific Northwest territories, respectively.
By Springer Financial Advisors
Keith Springer discusses how the U.S. markets will survive the current economic conditions in his new book and live on Fox Business in video, "Springer: Next Generation Needs to Spend."
By Pelorus Advisors
Pelorus Advisors, a financial busines coaching firm in West Hartford and Cheshire, CT, has named Cheshire, CT, resident David Mercugliano, a managing partner who will be responsible for their Health Care Services practice division.
By Corporate Finance Associates
Corporate Finance Associates, an international middle-market investment banking services firm, announced the recent addition of James H. Gerberman to their Houston office.
By Accru Chartered Accountants
Accru Chartered Accountants believe in ‘putting people first’. They focus on leveraging their resources to achieve maximum success for their clients on a personal basis.
By Laura Sheridan
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.
By Theresa Palazzo
R.S. Palastro Financial Planning Services, Inc. will be attending Trade Brooklyn an exciting trade show event for Brooklyn businesses hosted by former FOX 5 news anchorman John Roland.
By Marin Consulting
Seasoned Wealth Management Advisor Lacey Buteyn Brings Energy and Fresh Perspective to Texas Financial Resources' Client Base
By Mark D. Austin
SBA Secondary Market Premiums Remain Strong! Community Bank Lending Partner Generates 25.8% Return on Asset
By Bella Vita Books
End-of-life issues are an uncomfortable topic. Statistics confirm that the vast majority of people do not leave adequate documentation of their wishes.
By Synergy Marketing Group, Inc.
Peloton Wealth Strategists today released a new white paper exposing the pitfalls of overly complex and expensive investment and portfolio diversification strategies.
By Allison Williams
According to Provideo Financial analyst, Microsoft has delivered an exceptional product in Windows Phone 7, but its success remains to be seen and it will depend heavily on corporate adoption of the platform.
By Richmond Brothers Financial Management Specialists
Richmond Brothers Financial Management Specialists, Inc. newly redesigned website offers many free resources for baby boomers planning for their retirement years ahead.
By Rizk Public Relations
Kistler Tiffany Advisors announces an evening with Philadelphia Phillies General Manager Ruben Amaro, Jr. This event is an incredible opportunity to hear from a true baseball insider with a strong connection to our community.
By Admin
Just in Time for Foster Youth (JIT) provides emancipated foster youth with opportunities for self-sufficiency through emergency support, essential resources, and caring personal guidance at critical junctures on their path to independence.
By The Retirement Group 800-900-5867
Are you familiar with critical illness insurance? It doesn’t get as much attention as disability insurance or long term care coverage. But if you face a serious health threat, a critical illness policy can help to ease a financial burden.
By The Retirement Group: Your Partners in Retirement
Inheriting an IRA: Paying Attention to the Rules is another article provided by The Retirement Group: Your Partners in Retirement
By NAIFA-Raleigh
NAIFA–Raleigh (National Association of Insurance and Financial Advisors) is excited to announce local hero, James Worthy, as the first guest speaker for 2010-2011.
By AKA Communications
Cutter & Company, a St. Louis based Independent Broker Dealer Offers Lucrative Opportunities for Financial Advisors. Cutter & Company is a full service independent broker dealer and Registered Investment Advisor. Ranked #4,690 in the Inc. 5000

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