Who We Are
Cedar Rock Financial Group is a financial planning firm with a straightforward, personal approach to managing our clients’ finances. We know that our clients have their own goals and we aim to create strategies that align with their aspirations. Working together, we set measurable targets and build plans that produce results. We continually build relationships with specialists that assist our clients through complex financial circumstances; this approach not only saves our clients’ valuable time in finding the right experts, but it lets them rest assured that they’re being matched with the best experts in the industry.
I have been working with Shawn and Jay for the last couple years now and have already recommended them to family, friends and co-workers. They have been great advisors for my personal financials as well as my small business financials. I would highly recommend them to anyone with a growing family and or small business to help guide you!
M & T Shearon
We have had our financial investments with both Jay and Chris for many years now and we cannot be happier with their customer service, their creative solutions to maximize investments and the level of honest and trust they have built. We have never considered having our investments anywhere else.
I have been working with Jay and Chris for many many years. Have always received great service and have not hesitated to refer them to my clients.
Jay and his team made our family feel extremely comfortable when looking at our financial future. They are flexible and offer in home appointments to adapt to our every day busy lives. I would highly recommend reaching out to Jay and Cedar Rock Financial.
I have been working with Jay Brecknell & Chris Singer since 2002 after my accountant had referred them to me. They have helped us with a number of various needs, most notably the transition from one generation to the next for our company succession plan. I have the utmost respect and trust for Jay & Chris based on their integrity and honesty. It has been a pleasure to have them help me both personally and corporately with my financial planning.