Brookstone Financial

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

2213 Allison Ln, Jeffersonville, Indiana...

Revenue

<$5 Million

Industry

Finance Securities Trading

About Brookstone Financial

Brookstone Financial, based in Jeffersonville, IN, specializes in personalized retirement plans and group benefits aimed at securing clients' financial futures. The firm emphasizes simplifying investment and retirement planning, ensuring that clients are engaged in the process. As fiduciary, fee-based investment managers, they strive to align their success with that of their clients, providing tailored strategies to minimize risks and fees. Brookstone Financial serves individuals and employers seeking comprehensive financial planning and employee benefits.Explore more
Brookstone Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Brookstone Financial Org Chart

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TD
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Financial Insurance Planner & Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brookstone Financial

<$5M
1-10
Private
<$5M
2018
TD
Tammi DaubyFinancial Insurance Planner & Consultant
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
<$5M
2002
Todd Schneider, Chief Executive Officer & Founder at Schneider Wealth Management
Todd SchneiderCEO & Founder
<$5M
1-10
Private
-
2011
N/A
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Brookstone Financial Tech Stack

A closer look at the technologies used by Brookstone Financial

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Frequently Asked Questions Regarding Brookstone Financial

What is Brookstone Financial's official website?
Brookstone Financial's official website is www.brookstonefinancial.com
What is Brookstone Financial's Revenue?
Brookstone Financial's revenue is <$5 Million
What is Brookstone Financial's SIC code?
Brookstone Financial's SIC: 62,628
What is Brookstone Financial's NAICS code?
Brookstone Financial's NAICS: 52,523
How many employees does Brookstone Financial have?
Brookstone Financial has 1-10 employees
What industry does Brookstone Financial belong to?
Brookstone Financial is in the industry of: Finance, Securities Trading
What is Brookstone Financial competition?
Brookstone Financial top competitors include: Copper Canyon Wealth Management, Murphy Wealth Management, Ascendant Wealth Strategies, Phillip Allen
What technology does Brookstone Financial use?
Some of the popular technologies that Brookstone Financial uses are: WordPress.org, PHP, Smartsheet, Google Cloud Web Serving
What does Brookstone Financial do?

Brookstone Financial, based in Jeffersonville, IN, specializes in personalized retirement plans and group benefits aimed at securing clients' financial futures. The firm emphasizes simplifying investment and retirement planning, ensuring that clients are engaged in the process. As fiduciary, fee-based investment managers, they strive to align their... success with that of their clients, providing tailored strategies to minimize risks and fees. Brookstone Financial serves individuals and employers seeking comprehensive financial planning and employee benefits.Read More

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

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