The Professional Advisor Group, LLC.

 

We Have a New Name!

The Professional Advisor Group, LLC has merged with Cedar Brook Financial Partners (www.cedarbrookfinancial.com)! The process of joining together was undertaken over the past year and we are now more than 60 people strong, including over 30 advisors.  In addition to greater depth, we also have greater operational support offered through dedicated departments, including Wealth Strategies, Retirement Plans, Insurance, and Employee Benefits.  Together, our firm shares a passion for providing fabulous service and smart financial counsel to our clients and we expect that the synergy from our combined firms will enhance your overall experience with us.

Cedar Brook Financial Partners, LLC is a comprehensive wealth management firm dedicated to offering the highest level of financial service to our clients. Our goal is to provide a reliable and leading source of direction for individuals, families and business owners in the complex world of wealth management.  We operate through an independent structure, which allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs rather than being limited by the products a single company has to offer.

Our strategic alliances with CPAs, attorneys and other financial professionals bring added depth and experience when needed.

What is a CFP®?

           

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Dealing with Divorce

Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding

Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.

HOT TOPIC: Keeping an Eye on Corporate Debt

This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck