Frank Legan Advisors at Cedar Brook Group
By Frank Legan Many of us long to fast-forward to our retirement years so we can finally do all the things we’ve dreamed of. But
By Frank Legan Whether retirement is right around the corner or you have a few working years left, it’s important to prepare so you can
By Frank Legan Financial planning is a lifelong process, not a one-time event. When you engage in a relationship with a financial advisor, how do
By Frank Legan Navigating the financial landscape can feel like a maze, with pitfalls and challenges at every turn. That is why I want to
By Frank Legan Life can take unexpected turns, and one such challenge that many individuals face is the loss of a spouse. If widowhood happened
Looking at where you are now compared to where you were five or even ten years ago can help you be more productive when planning
By Frank Legan Retirement is supposed to be a time of relaxation and enjoyment, but for many, it can also bring financial anxiety and stress.
Join us as Frank sits down to talk with David Mansilla on The Break Free Podcast. They talk about how Entrepreneurial leaders who achieve success have the potential to make a significant difference in the world through their creativity, determination, and innovation.
By Frank Legan For years, the 60/40 portfolio has been a trusted investment strategy for moderate risk investors and retirees. In the aftermath of the
Frank Legan and Frank Pape help you to understand investment taxes, their impact on your portfolio and different strategies available to help be a tax-
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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