Brook Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

Brook St, Rocky Hill, Connecticut, 06067...

Phone Number

(860) 257-8690

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1

About Brook Wealth Management

At Brook Wealth Management LLC, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients expectations at all times. As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered invesRead more
Brook Wealth Management's Social MediaPopular SearchesBrook Wealth Management LLCBrooks WealthBrook Wealth ManagementWealth Management LLCbrookwealth.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brook Wealth Management

<$5M
1-10
Private
-
1999
N/A
<$5M
1-10
Private
-
-
JP
James PafundiLpl Financial Advisor & Founder
<$5M
1-10
Private
-
-
CP
Connie PaxtonSenior Manager, Operations
<$5M
1-10
Private
-
1995
Karen Cooley, Chief Financial Officer at Cooley and Labas Financial Advisors
Karen CooleyChief Financial Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2016
JB
James BuehlerDirector of Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Brook Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brook Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brook Wealth Management.

Brook Wealth Management Tech Stack

A closer look at the technologies used by Brook Wealth Management

Brook Wealth Management News & Media

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Frequently Asked Questions Regarding Brook Wealth Management

What is Brook Wealth Management's official website?
Brook Wealth Management's official website is www.brookwealth.com
What is Brook Wealth Management's Revenue?
Brook Wealth Management's revenue is <$5 Million
What is Brook Wealth Management's SIC code?
Brook Wealth Management's SIC: 62,628
What is Brook Wealth Management's NAICS code?
Brook Wealth Management's NAICS: 52,523
How many employees does Brook Wealth Management have?
Brook Wealth Management has 1-10 employees
What industry does Brook Wealth Management belong to?
Brook Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Brook Wealth Management competition?
Brook Wealth Management top competitors include: Cornhusker Wealth Management, Perry Wealth Management, Nevada Investment Management, Financial Dimensions
What companies has Brook Wealth Management acquired?
Brook Wealth Management has acquired the companies: Union Financial Advisors, Botsford Financial Group, Ceponis Financial Group, Tedstrom Wealth
What technology does Brook Wealth Management use?
Some of the popular technologies that Brook Wealth Management uses are: Proofpoint, Microsoft 365, Mailgun, Amazon Web Hosting
How do I contact Brook Wealth Management?
Brook Wealth Management contact info: Phone number: (860) 257-8690 Website: www.brookwealth.com
What does Brook Wealth Management do?

At Brook Wealth Management LLC, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients expectations at all times. As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are m... anufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC . We are licensed to sell Insurance Products in the following states: The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:Read More

What are Brook Wealth Management social media links?
Brook Wealth Management Linkedin page Brook Wealth Management Twitter page Brook Wealth Management Facebook page
Is Brook Wealth Management a public company?
Brook Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Brook Wealth Management

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