@cedarbrookfinancial.com
Cedar Brook Group is a financial services company offering financial planning services.
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Description
Cedar Brook Group is a brand that focuses on the humanity factor in financial planning. Founded in 2005, Cedar Brook aims to overcome the challenge of approaching financial planning solely from a numbers perspective. Instead, they believe in prioritizing the individual and their unique circumstances.
The Humanity Factor is a philosophy and approach developed by Cedar Brook, emphasizing the importance of understanding who you are as an individual, partner, parent, leader, or philanthropist. It takes into account your relationships, life's work, passions, and contributions. By considering these factors, Cedar Brook aims to create a personalized plan that prudently and wisely advises you on your financial journey.
Their services cater to both individuals and families, as well as closely-held companies and corporations. With Cedar Brook, you can expect a dedicated and compassionate team working collaboratively to honor you as the central figure of your own planning
Company Type
Privately Held
Company Size
51-200
Year Founded
2005
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