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®?

           

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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The State of State Pensions

A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

Four Financial Numbers You Should Know

Four financial numbers that you should understand (and that could potentially improve your financial situation).

Risk Tolerance Is About You, Not the Market

An investor’s personal situation should be considered when assessing his or her risk tolerance.

Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

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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