Our Insurance Department is effective because of…

• Our partnership with Ash Brokerage, a leading insurance brokerage firm that partners with eighty insurance companies. Ash provides us with access to a comprehensive portfolio of product resources.
• Unlike many wealth management firms, Cedar Brook has a dedicated, in-house underwriting group which controls most of the underwriting and portfolio management processes. By managing the underwriting process we are better able to represent our clients’ interests and secure the best insurance deal possible. That means our clients receive the most coverage for their premium dollar.
• Our five-step financial planning process. This disciplined approach starts with a discussion of your goals. The analysis phase includes an evaluation of your current insurance portfolio and results in recommendations specific to your goals and market opportunities.