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®?

           

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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No Shortage of Liability Risks

Liability insurance can help offset unforeseen legal costs that could consume a business's profits.

PPO or HDHP? Making Health Insurance Choices

The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift

An overview of recent changes in U.S. trade policies, and how they might affect international relations and the U.S. and global economies.

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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