Financial planning is a lifelong process, not a one-time event. With thousands of financial advisors vying for your attention, how do you find the right one for you? How do you find someone who truly cares about your life experiences and your hopes and dreams for the future?
Cedar Brook Group was created out of a desire to put families at the center of their financial plan—not fancy products or overblown returns. Instead of focusing on numbers, first and foremost, we focus on creating a financial plan that feels like a clear and familiar version of your best self.
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.