Hidden Treasure? Cedar Brook Financial Hosts First Life Insurance Policy Roadshow

General News

Summary

Anyone 60 or older with a term or permanent life insurance policy valued at $250,000 or more is eligible to receive a free appraisal from an expert at Cedar Brook.The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice; retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets.Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year.The advisors at Cedar Brook deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice; retirement plan consulting and group benefit programs and manage over $1 billion of their clients’ assets.Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year.

Classifications

industries
Fintech & Banking
applications
No applications detected

AskAI Classifications

Labels
No AI classifications detected

Linked Companies