When I retired from the public sector as a firefighter/paramedic in late 2016, I was looking to combine my IRAs and 457 plan with a financial firm that could manage them for my family’s future, and provide a secure stream income for my wife and daughter in my estate plan.
Shortly after retiring, I was introduced to Cedar Brook Financial Group by a friend, and my wife and I had several meetings with Frank Legan, a partner with the firm. Visiting a financial planner was a big step for our family as I had always taken care of our retirement savings while working. Both Cedar Brook and Frank Legan were very patient and informative in their presentations and presented various options to safeguard our retirement assets. Frank made us feel like family, and so we felt very comfortable and secure in handing him the reins for the next step in our financial lives.
We’ve had some changes along the way—all for the better. The securities were now being handled by Charles Schwab, a win-win situation for both us and Cedar Brook. Recently Frank added a premier advisory firm to our portfolio, Frontier Asset Management, which moved our investing theme to a more conservative model to safeguard our retirement assets. Frontier’s model is downside first, while protecting your assets, an approach that has proven very effective since the start of the pandemic and resulting recovery to date.
I have recommended Cedar Brook Group, and specifically Frank Legan, to some friends as well as my new son-in-law to handle their financial concerns. When you call or visit Frank and his dedicated assistant, Luci Charnas, they always make you feel welcome, like family, and will always take the time to talk to you and answer your questions. Sometimes I like to stop into just chit chat with Frank and Luci over a cup of coffee, talking about our families as well as financial matters. This family atmosphere is evident throughout the Cedar Brook location.
Our family feels very fortunate to have found such a match in Cedar Brook, and especially Frank and Luci, to navigate, protect, and inform us through the next phase in our financial future.