April Menary Email

Director Operations . Cedarbrook Financial Partners

Mayfield Heights, OH

Location

Current Roles

Employees:
64
Revenue:
$12.1M
About
At Cedar Brook Group, weâ??ve created a motto to summarize both our belief system around financial planning, and the culture we celebrate in our firm every day. We call it The Humanity FactorTM.\n\nIn our observation, when smart people reach out for help with their financial affairs, they often walk head-on into a wall of confusion. Theyâ??re seeking clarity and confidence and instead theyâ??re often met with the exact opposite.\n\nWe believe itâ??s because, over time, the industry has convinced consumers that planning is about numbers first and mostly. Itâ??s the classic conversation of â??when do you want to retire and how much do you need a year?â?? The conversations can feel hollow, making it tough to get grounded about what youâ??re hearing, and whether it makes sense for you personally.\n\nThe Humanity Factor represents our commitment to celebrating clients as the central figures in their own planning. We believe that in doing so, together we can achieve unprecedented results.\n\nPlease see our webisite: https://cedarbrookfinancial.com/ for full disclosure. Third-party comments may not be representative of all client experiences.
Cedarbrook Financial Partners Address
5885 Landerbrook Drive
Mayfield Heights, OH
United States
Cedarbrook Financial Partners Phone Numbers
440-683-9225

Past Companies

Cedar Brook GroupDirector Of Operations
Cedar Brook GroupCompliance Administrator
Bank of AmericaAssistant Vice President, Business Support Lead III - Home Loans and Fulfillment

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