Cedar Brook Financial Partners
Finance · Ohio, United States · 51-200 Employees
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Overview
Headquarters
5885 Landerbrook Dr Ste 200, Cleveland, ...Phone Number
(440) 683-9200Website
www.cedarbrookfinancial.comRevenue
$11.2 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
2
2
3
About Cedar Brook Financial Partners
Cedar Brook Group is a financial planning firm that focuses on comprehensive wealth strategies, investment, and insurance advice, retirement plan consulting, and group benefit programs. Founded in 2005, the firm is headquartered in Cleveland, Ohio.Explore more
Cedar Brook Financial Partners Org Chart
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Partner
HS
Partner
ED
Partner
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Financial Advisor
DN
Senior Financial Advisor
MD
Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Cedar Brook Financial Par...
$11.2M
51-200
Private
<$5M
2005
BB
Barbara BaxterClient Relationship Manager
Company Profile Activity
Activity Insights
Cedar Brook Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cedar Brook Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cedar Brook Financial Partners.
Cedar Brook Financial Partners financials insights
Gather financial insights about Cedar Brook Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Cedar Brook Financial Partners Tech Stack
A closer look at the technologies used by Cedar Brook Financial Partners
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Project
A high-level source in Legal has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to document drafting solutions software within the next twelve months. Cedar Brook Financial Partners LLC is currently evaluating Lexis for Microsoft Office and LexisNexis Automated Forms.
Automation, Document Management, Enterprise Software, Software
Project
A high-level source in Legal has indicated that the organization has completed initiatives related to risk management and analytics within the last nine months.
Project
A high-level source in Legal has indicated that the organization has completed initiatives related to data privacy within the last nine months.
Information Security, Data Management, Data Science, Cyber Security
Project
IT Audit / Compliance, Information Security, Infrastructure, Product Security, Cyber Security, Security
Cedar Brook Financial Partners News & Media
Introducing the First Top 50 'Best Places to Work for Financial Advisers' List
NEW YORK, March 26, 2018 /PRNewswire/ -- As part of an effort to raise awareness of wealth management firms that go above and beyond to create workplaces where advisers and support staff feel valued, InvestmentNews and the Best Companies Group have unveiled the first-ever industry listing...
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Frequently Asked Questions Regarding Cedar Brook Financial Partners
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Cedar Brook Group is a financial planning firm that focuses on comprehensive wealth strategies, investment, and insurance advice, retirement plan consulting, and group benefit programs. Founded in 2005, the firm is headquartered in Cleveland, Ohio.... Read More
