Trott Brook Financial

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

3601 Thurston Ave Ste 102, Anoka, Minnes...

Phone Number

(763) 213-1000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Trott Brook Financial

Trott Brook Financial specializes in retirement planning and investment management services tailored for individuals over the age of 50. The firm focuses on creating sustainable retirement income, optimizing investments, and minimizing taxes for its clients. They offer complimentary retirement assessments to help clients navigate their financial futures. With a commitment to providing valuable resources and insights, Trott Brook Financial aims to enhance the retirement experience for their clients.Explore more
Trott Brook Financial's Social MediaPopular SearchesTrott Brook FinancialTrott Brook Financial IncTrott Brook Properties LLCTrott Brook Financial - IncSIC Code 62,628NAICS Code 52,523Show more

Trott Brook Financial Org Chart

PhoneEmail
NC
United States flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trott Brook Financial

<$5M
1-10
Private
-
2002
NC
Nikki CelletteManager, Operations
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
2005
DP
Dexter PinedoEstudiante De Licenciatura
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Trott Brook Financial Tech Stack

A closer look at the technologies used by Trott Brook Financial

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Frequently Asked Questions Regarding Trott Brook Financial

What is Trott Brook Financial's official website?
Trott Brook Financial's official website is www.trottbrook.com
What is Trott Brook Financial's Revenue?
Trott Brook Financial's revenue is <$5 Million
What is Trott Brook Financial's SIC code?
Trott Brook Financial's SIC: 62,628
What is Trott Brook Financial's NAICS code?
Trott Brook Financial's NAICS: 52,523
How many employees does Trott Brook Financial have?
Trott Brook Financial has 1-10 employees
What industry does Trott Brook Financial belong to?
Trott Brook Financial is in the industry of: Finance, Securities Trading
What is Trott Brook Financial competition?
Trott Brook Financial top competitors include: Wealth Advisory Services, Hull Wealth Management, Nick Weber Wealth, KASE Wealth Advisors
What technology does Trott Brook Financial use?
Some of the popular technologies that Trott Brook Financial uses are: Drupal, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Trott Brook Financial?
Trott Brook Financial contact info: Phone number: (763) 213-1000 Website: www.trottbrook.com
What does Trott Brook Financial do?

Trott Brook Financial specializes in retirement planning and investment management services tailored for individuals over the age of 50. The firm focuses on creating sustainable retirement income, optimizing investments, and minimizing taxes for its clients. They offer complimentary retirement assessments to help clients navigate their financial fu... tures. With a commitment to providing valuable resources and insights, Trott Brook Financial aims to enhance the retirement experience for their clients.Read More

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

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