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Welcome to Frank Legan's site
Roxanne Beran is an Insurance Planning Specialist with Cedar Brook Financial Partners. In this role, Ms. Beran collaborates with the firm’s Principals, Partners and Associates to offer clients comprehensive long-term care and senior planning services. She also possesses expertise in matters relating to life insurance, annuities, and disability benefits and planning.
Prior to joining Cedar Brook Financial Partners, Ms. Beran served as an Insurance Planning Specialist with Cleveland Financial Group from 1995 to 2005. She earned a Certified in Long Term Care® (CLTC®) certification in 2004.
Ms. Beran resides in Seven Hills, Ohio.
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.
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