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®?

           

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

A Roadmap for Your Family

A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

Are UITs for You?

How unit investment trusts operate and potential investment risks.

Could the AMT Boost Your Taxes?

An explanation of how the alternative minimum tax works. It is expected to affect about 4.3 million taxpayers in 2016.

HOT TOPIC: Volatility Puts Tech Sector in the Spotlight

What can go wrong when investors chase performance and/or have a portfolio overly concentrated in one sector.

More Newsletters →

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