Brooks Financial Advisors LLC Turns 10
Adam Brooks opened the doors to Brooks Financial Advisors (BFA) back in 1997, with just his desire to help others pursue their financial dreams. Along the way he has become accredited as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Fund Specialist (CFS), and Chartered Life Underwriter (CLU). With the addition of planners Jared Pearson, CFS, and Danny Evans, JD/MBA, office manager Jenny Steward, and VIP Client Services Manager Jennifer Hill, our team has added a rich diversity of talent and expertise. Today, Brooks Financial is a complete team of top notch advisors offering comprehensive financial planning as an independent Registered Investment Advisor (RIA).
BFA offers customized strategies for all aspects of our clients' financial goals and needs in the areas of estate planning, tax savings, risk management, business owner planning, college funding, financial independence planning, and much more. This multi-disciplinary approach sets us apart. Our team has a proven process to formulate a game plan, and then act as a catalyst to help clients take action and pursue their goals. In addition, we are an independent firm that over the last 10 years has taken special care to formulate strategic alliances with competent, local, specialized advisors in the areas of tax advising, law, real estate, mortgage lending, and banking, which helps to ensure that our clients receive the variety of services they need in an efficient and effective manner.
It's no wonder Brooks Financial Advisors, LLC has been around for 10 years and continues to grow and flourish.
Happy Anniversary Brooks Financial!
The Best Compliment you can give us is a personal introduction to your family and friends.
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