For about 30 years I was with another financial investor but switched to partner with Cedar Brook about 10 years ago for one reason: Frank Legan came highly recommended by my niece, Alyson. And Frank has advised me with my investments ever since.
I enjoy working with Frank mainly because of his approach to investing and continuous follow-up, which is why I recommend him to anyone that asks. I know that when I refer someone to Frank, he will follow up and the individual will be extremely happy working with Frank. Frank not only has good sound advice about investments, but he genuinely cares about the people he works with.
Based on our initial meeting, Frank recommended a financial plan; we have followed that plan, with Frank addressing all issues and concerns raised in the plan (including long-term care insurance), and he recently helped with an insurance issue related to my father’s life insurance policy.
I am extremely happy working with Frank and will continue to work with him and refer clients to him even after I retire. (He has even referred several tax clients to my firm!)
The most important benefit from working with Frank is the comfort in knowing that my investments are in good hands and are being well managed. I know I’m working with someone who truly cares about me and my family.