Welcome to Frank Legan's site
Together, we carefully and thoroughly identify your goals, thereby helping to ensure your plan is uniquely relevant to your situation and financial outlook. We can also review investments you may already have, such as your 401 (k) plan, and make recommendations so that all of your investments are coordinated.
Our team then creates an investment and asset allocation plan based on your goals. As your life and the market changes, your investment strategy will need to be adjusted. We are here to provide the modifications needed to remain current with the constantly evolving nature of investments. Our team will continually coordinate and manage your investments so your portfolio reflects your current investment strategy and works with your overall wealth management plan.
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.
© 2022 Cedar Brook Group. All rights reserved.