Barbara Baxter
Client Relationship Manager at Cedar Brook Group
Based in Cleveland, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Cleveland
Industry
Financial Services
Company size
53
Contact information
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b•••••••@cedarbrookfinancial.com
Phone
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Background
About Barbara Baxter
As a Client Relationship Manager with Cedar Brook Group, I enjoy helping individuals, families and business owners with their financial planning journey. As we move through different life experiences, our intrinsic desire to have security and freedom from worries never wanes. It is my passion to help clients through these stages of life. The Cedar Brook Group is one of the largest independent wealth management firms in the Cleveland region yet we focus our planning through a unique approach we call The Humanity Factor™. Our independent structure 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. We are: •Objective: As an independent firm, our professionals focus on our clients’ best interests. •Service oriented: We provide highly customized solutions; each of our clients is unique. •Professionals: Our 50-plus professionals offer clients deep experience in each of our business practice areas. The Humanity Factor™ is our belief that by honoring you as the central figure in your own planning, together we can achieve unprecedented results.
Decision-makers
Other people at Cedar Brook Group
- KRC-Team
Kenneth Rogat
Partner · General Business & Management
- BHDirector
Bill Heavilin
Director of Finance · Finance & Accounting
- BKDirector
Benjamin Katz Letmypeoplego
Partner & Director of Employee Benefits · Other
- TLC-Team
Ted Lorenzen
Partner · General Business & Management
- EDC-Team
Edward Detomaso
Partner · General Business & Management
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