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.
There are no warranties implied.
Cedar Brook Financial Partners, LLC (“RIA Firm”) is a registered investment adviser located in Cleveland, Ohio. Cedar Brook Financial Partners, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cedar Brook Financial Partners, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cedar Brook Financial Partners, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Cedar Brook Financial Partners, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Cedar Brook Financial Partners, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cedar Brook Financial Partners, LLC, please contact the state securities regulators for those states in which Cedar Brook Financial Partners, LLC maintains a registration filing. A copy of Cedar Brook Financial Partners, LLC’s current written disclosure statement discussing Cedar Brook Financial Partners, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Cedar Brook Financial Partners, LLC upon written request. Cedar Brook Financial Partners, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cedar Brook Financial Partners, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to RIA’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from RIA, or from any other investment professional.
We realize that Covid-19 is a changing, fluid situation. At this time, we are not seeing clients or prospects in the office for meetings. However, our team is in the office daily, and we can make arrangements to meet you in the lobby/atrium if you need to drop off or pick up anything from us. If you absolutely need to meet with us in the office, we can work with you to make that possible.