Northbrook Financial
We are a fee-only financial planning firm that provides education, financial advice, investment management, and tax services to individuals and families. With our expertise in investment strategies, budgeting, stock options and equity award planning, we’re uniquely positioned to assist our clients by combining the worlds of tax planning and financial planning.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
75
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- KM
Kelly McCormick
Director of Client Experience at Northbrook Financial · Other
EmailPhone - GD
Gabriel Delrahim
, &, · Other
EmailPhone - EP
Elliot Pepper
Financial Planner & Director of Tax Services · Other
EmailPhone - MJ
Michael J. Delaney
Financial Planner & Director of Investments · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Northbrook Financial
4 distinct titles indexed · top 4 shown.
- 1, &,
- 1director of client experience at northbrook financial
- 1financial planner & director of investments
- 1financial planner & director of tax services
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