Dayna Smith's Colleagues at Frank Legan Advisors
Dayna Smith's Contact Details
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Cleveland,Ohio,United States
Frank Legan Advisors
Dayna Smith's Company Details
Frank Legan is an advisor with Cedar Brook Group. When we Cedar Brook in 2005, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost. These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if it's developed in a vacuum of context?We believe the solution lies in a philosophy and an approach that we've coined The Humanity FactorTM. Anyone can chase return or give technical advice. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist. It's about your relationships, your life's work, your passions or your contributions. It's about the families, the advisors and the firm working together toward a common purpose: to honor you as the central figure of your own planning. To learn more about Frank Legan, please visit https://franklegan.com/---Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.Please remember that securities cannot be purchased, sold or traded via e-mail or voice messagesystem. Please contact our office at 440.683.9252should you need assistance in placing a trade. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited.