Cedar Brook Financial Partners is a financial planning firm based in Estero, FL. They believe in the Humanity FactorTM, which focuses on honoring individuals and their personal goals and values in their financial planning process. By understanding who their clients are as individuals and what they want to achieve, Cedar Brook aims to provide tailored and meaningful financial advice and solutions.
Founded in 2005, Cedar Brook's approach goes beyond numbers and financial products, emphasizing the importance of relationships, life's work, passions, and contributions. They offer services for individuals and families, as well as closely-held companies and corporations, with the goal of working together towards a common purpose and honoring their clients as the central figures in their own planning.
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