Brooks Financial Advisory Group, a fee-based investment advisor, is dedicated to providing financial planning and investment services to individuals and businesses who want a better future for themselves, their families, or their employees.
Carol Sherr and Daniel Brooks, our investment advisers, have over 20 years of combined money management and financial planning experience. We are equipped to help you meet all of life's financial demands. Whether its investments, insurance, planning, or managing your day to day financial needs, Brooks Financial has the answer.
We work with people of all ages and from all walks of life. You may be building assets for the future--or seeking to protect, enjoy, and pass on those you already have-- or both. Brooks Financial is ready to help with sound, professional advice.
Call us today at
800-880-7144 to learn more about how we work with our clients.