Brooks Financial Group, Inc
Brooks Financial Group, Inc. was founded in 1992 with the goal of serving those entrusted to our care in every aspect of their financial lives—personal, professional and corporate. Whether your goals include wealth personal management, qualified retirement planning, or corporate benefits for your business and your team, we provide a very comprehensive and personalized approach to financial planning and benefits consulting and administration, one which has earned us a reputation for excellence in our community and our industry. Our Mission is to lead our private relationships professionally and independently by understanding completely their Matters of Importance and through our knowledge, innovation, and trusted relationship, render the servant leadership required to achieve their dreams. What are Your Matters of Importance? Let BFG guide you through your journey. Brooks Financial Group, Inc. is a Branch Office of and Securities offered through Founders Financial Securities, LLC Member FINRA, SIPC and Registered Investment Advisor
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Verified contacts
21
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
127
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- AS
Angela Shannon
Director of First Impressions · Operations
EmailPhone - CD
Christopher Dipietro
Director of Planning · General Business & Management
EmailPhone - JB
Jim Brooks
Owner · General Business & Management
EmailPhone - JT
Jordan Taylor
1st Vice President- Wealth Management · Finance & Accounting
EmailPhone - KC
Keith Creamer
Vice President of Corporate Benefits · Human Resources
EmailPhone - LB
Lauri Bartlett
Client Relationship Manager · Customer/Client Service
EmailPhone - AK
Alec Knight
Wealth Management Advisor · Finance & Accounting
EmailPhone - JS
Joseph Seifert
Producer, Employee Benefits · Other
EmailPhone - GM
Gregory Metrinko
Brooks Financial Group, Inc & Founders Financial, Inc · Other
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Brooks Financial Group, Inc
19 distinct titles indexed · top 10 shown.
- 2vice president of corporate benefits
- 11st vice president- wealth management
- 1associate financial planner
- 1associate planner, corporate benefits
- 1associate planner, wealth management
- 1brooks financial group, inc & founders financial, inc
- 1certified financial planner
- 1client relationship manager
- 1director of first impressions
- 1director of planning
- +9more titles
Sign up to unlock all 21 contacts at Brooks Financial Group, Inc
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