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…
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.