Frank J. Legan

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 fathers 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 Im working with someone who truly cares about me and my family.
Mar 26th, 2022

In 2016, Jim and I began looking for a financial advisor because he was nearing retirement and theres a large age gap between us. With retirement looming for Jim and my longer life expectancy, we were both feeling overwhelmed, wondering what to do with all our retirement accounts. My brother-in-law, Michael DeJohn, works with Frank and made the recommendation. Prior to that, it felt like I was cherry-picking someone. Who really knows whether you can trust (or even like) the person giving you advice? Frank has been the advisor I previously could only have wished and dreamed of. We have ABSOLUTE trust in him. This trust began in part because we trust Michael, who recommended Frank, but it grew because of Frank and his calm, straightforward, and honorable behavior. Financial advice is one thing (and we trust Frank there), but trusting the character of the person giving you that advice is completely another. Both Jim and I have peace of mind that our interests and wishes are being listened to, and the belief that Frank will advise but ultimately do what we desire. We sleep well knowing that Frankand by extension Cedarbrookis looking out for our interests and helping us navigate the retirement part of retirement accounts. Kate and James
Jan 31st, 2022

Cedar Brook Financial is the best thing that has happened for my financial future. Frank and Luci are professional, very personable, and a delight to work with. They explain things in a way that makes sense to clueless laypeople such as myself. Cedar Brook has served me well, and the rewards have been greater than anticipated, so I often recommend their services to others. My only regret is that I didnt use Cedar Brook sooner! Melissa
Jan 22nd, 2022

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 couldnt be happier with our results!
Jul 26th, 2021

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
Dec 22nd, 2021