Services
How We Work
Playing such a critical role in the lives of others is an honor. It’s also a great responsibility – a responsibility we feel professionally called to perform. The relationships we serve seek the services of Brooks Financial Group in three primary capacities:
- Private Wealth Management
- Corporate Business Consulting
- Strategic Business Solutions

Our History
Years of experience have prepared us to guide you through your life transitions.

Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
kathy@brooksfinancial.com | (410) 308-9800