With over 40 years of experience and managing over $6.5 billion in assets, B & R Partnership in Cleveland, OH offers comprehensive wealth management services for individuals, families, businesses, and institutions. Their team provides personalized financial planning, investment management, and corporate retirement solutions to help clients achieve their long-term financial goals.
B & R Partnership also specializes in family office services for ultra high net worth families, business succession planning, and institutional asset management for nonprofits and organizations. As a CEFEX certified firm, they are dedicated to providing a holistic and proactive approach to managing finances to support their clients' legacies and financial success.
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