Frank J. Legan - Cleveland, Ohio

Mary A. M.

I've known Frank and used his professional services for 10 years. He has exceeded my expectations and always has provided high quality services. I trust him with my investments and he has always been responsive to any of my questions or concerns. He has the unique ability to make complex financial concepts understandable. His staff, Luci Charnas has been with him over the entire time of my relationship and she is competent, responsive and respectful.
I would highly recommend him to anyone who is looking for a straight shooter financial advisor who makes you feel like and extended family member.

Jenny S.

We have been working with Frank for a few years now, and his guidance has been extremely helpful and insightful.
Frank demonstrates a strong understanding of financial markets, providing us with well-considered advice that aligns with our long-term goals. One aspect we particularly appreciate is Frank's calm demeanor. He navigates market fluctuations with a level-headed approach, which helps us stay focused and reassured during uncertain times.

Barbara P.

We have been working with Frank for over 20 years and are very pleased with his approach to managing our accounts. Unlike many clients, my husband and I prefer a conservative approach to wealth management and Frank has always guided us through some crazy financial times to help us grow our investments.

Luci has been a tremendous help to us also. She has handled some of our transactional needs quickly and efficiently. Luci is a great resource for handling one-off account transactions, answering account set-up questions, and scheduling meetings with Frank and the staff.

Frank and Luci are easy to work with and professional. We are very happy with our relationship with them both and confident that they truly have our best interests in mind.

Maria C.

We have been meeting with Frank for over 10 years. Our relationship started prior to our retirement. We feel that Frank knows our needs and has our best interests at heart. We meet with him regularly and discuss our financial status and make any changes if needed. He is honest and open and always approachable and easy to discuss issues any financial concerns we have.

We have recommended Frank to our very close friends, who have shared with us that they are pleased with Frank and are partnering with him as their financial advisor as well.

We also are very pleased with Frank's team; they enhance the services that he provides. Luci Charnas (Associate) is a great member of the team. She is always approachable, able to assist with our questions, and an awesome link when working with Frank to ensure easy access.

I think the greatest benefit of working with Frank is the comfort in knowing he helps keep our financial status secure during retirement. We would recommend Frank and his team to anyone!

William P.

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.

Alyson P.

I desired a plan that would set me up for a healthy retirement, so I decided to seek the help of a financial advisor. I met Frank Legan of Cedar Brook Group over 15 years ago and connected with him very quickly. It's abundantly clear that Frank is an expert in his field and loves what he does. I truly appreciate that he gives advice based on what is best for you as a person, not what necessarily puts more money in his pocket.

If you want an advisor that's in the business for the right reasons, work with Frank. He's great at explaining and answering questions, and talks to you in ways you'll understand. He truly listens and always follows up.

As a CPA, I work with a large variety of clients, and whenever I'm asked for a financial advisor recommendation, Frank is the first name out of my mouth. Those who have gone on to work with him always rave about their experience.

My top priority is setting myself up financially to weather any storms and have a successful retirement. It's an amazing feeling to have the opportunity to work with a great business partner to make it happen. I look forward to many more years working with Frank and his team. - Alyson

Kevin K.

For the past 15 years, Frank has been the integral piece to our financial planning. His knowledge, listening to our needs, advice and willingness to communicate has been at the highest level of consistency. We are looking forward to many more years of working with Frank.

Peter K.

We have known our advisor, Frank Legan, for about 20 years. He has been our advisor for about 15 of those. Frank has proven to be very honest, available, and trustworthy. He is also very good at what he does!
If you decide to use his service, you will get a low key, considerate, quality advisor that tailors his service to your needs. By the way, we couldn’t be happier with our results!