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Kristen Moran Email
Director Wealth Strategies . Cedarbrook Financial Partners
Mayfield Heights, OH
LocationK*****@cedarbrookfinancial.com
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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 DriveMayfield Heights, OH
United States