Frank Legan Advisors at Cedar Brook Group
I hope 2024 is off to a great start! As the new year gives us a chance to start fresh, I’m excited to share that I will be hosting my next author visit with the Cleveland Public Library later this month!
Please join me to learn more about my book, “The Humanity Factor: A Heart-Driven Approach to Your Finances and Your Future,” a financial wellness guide to help people pursue and define their dreams for the future. I’ll share how you can align your goals for the New Year to help you achieve financial success with purpose.
Date: Thursday, January 25
Time: 5:00 – 6:00 pm
Location: Cleveland Public Library MLK Branch, 1962 Stokes Blvd
Refreshments provided
Frank Legan is a Cleveland-based author, a partner and financial advisor at The Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.
Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.
Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.
Frank lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.
By Frank Legan Maybe you’ve been working for decades to accumulate a large retirement savings. Or maybe you’ve accumulated a sizable savings in other ways.
I recently had a chance to sit down and chat with Geremy VanArkel, CFA and Director of Strategies at Frontier Asset Management. We had a great conversation
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