Frank Legan Advisors at Cedar Brook Group

Unique Story Conversation About Our Process: The Humanity Factor [Video]

By Frank Legan

When you seek out a professional to help you with your finances, you want someone who helps you find clarity, not more confusion. At Cedar Brook Group, we believe that clarity comes from looking at you and your life before turning to the numbers. That’s the purpose of our unique process, The Humanity Factor™.

We’ve created this video for you to give you the story behind The Humanity Factor™ and share our mission and purpose as a financial firm working on your behalf. Take a look now!

If you find yourself nodding your head in agreement as you listen, we’d love to learn more about you and what’s important to you. Get started by calling 440-683-9213 or emailing flegan@cedarbrookfinancial.com

About Frank

Frank Legan is Partner, Financial Advisor, and member of the Investment Committee at Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, closely held business owners, artists, families, and retirees. He specializes in lifetime income strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies. Frank has a Bachelor of Arts degree in political science from the University of Dayton, as well as a Master of Public Administration degree focused on municipal management from Cleveland State University. Prior to joining Cedar Brook Group, Frank was a financial advisor in the private client group at Merrill Lynch and with NatCity/PNC Investments. Frank is active in his community, serving on various councils, boards, and committees. When he’s not working, you can find Frank spending time with his wife, Laura, their daughter, Reese, and their beloved collie, Charlie. Frank and his family are volunteers at St. Francis of Assisi church in Gates Mills. Frank serves as Chairman of the Board of Directors for Catholic Charities Diocese of Cleveland. To learn more about Frank, connect with him on LinkedIn.

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About Frank Legan

frank-legan-bio

Frank Legan is a Cleveland-based author, a partner and financial advisor at The Cedar Brook Group, one of the largest independent wealth management firms in Northeast Ohio. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.

Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.

Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.

Frank lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.

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