Brotman Financial Group

Description

• Brotman Financial Group, Inc. is an independent firm whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families across the United States.We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them.Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents.Once we have completed our initial planning process, we find our clients' financial lives are less hectic and better organized, and their financial, retirement, and estate plans are better focused. They have an action plan targeted to their short- and long-term goals. And they have us on call for regular review meetings, to help ensure that the plan stays on track.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial is not affiliated with Kestra IS or Kestra AS.
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  Headquarters:16 Greenmeadow Drive Suite 201, Timonium, Maryland, United States

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  Phone Number: +1 410-252-4555

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  Website: https://www.brotmanfinancial.com

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  Employees:14

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  Revenue:$1 - 10M

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  Legal Name:Brotman Financial Group

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• |  NAICS Code: 523930  |

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