While often overlooked, a well-managed insurance portfolio is an important component of a sound financial plan. Cedar Brook advisors work with clients to capitalize on the opportunities that the insurance market provides, as well as identify the optimum coverage for each individual or business.
Whether you need to purchase new coverage, audit existing policies to ensure they remain competitively priced and are aligned with your objectives, or to work with your legal advisor for estate planning purposes, Cedar Brook’s advisors have the expertise to prudently and strategically manage your insurance portfolio.
Our Insurance Department is effective because of…
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