If you are a Cedar Brook client,
you can now reach your advisor team at:
Main Office Phone Lines
Cleveland, OH
(440) 683-9200
Harper Woods, MI
(248) 598-7331
Bethlehem, PA
(610) 997-8780
You will have continued access to
Charles Schwab Client Center
As a result of our new partnership,
Cedar Brook clients will now have access to:
“This dynamic partnership embodies our core values and aligns with our strategic vision of holistic wealth management services nationwide on behalf of our clients and their legacies.”
Brian Holmes, SEIA’s CEO
