Investing in your future, securing your legacy.
Brownfield Financial is an independent, family operated financial firm that offers a wide range of investment and insurance products as well as wealth accumulation, protection, and retirement planning services. With a combined three decades of experience, our team understands the market and is perfectly equipped to help get you where you want to be.
Client Centric
As a multi-generational business, we understand the unique financial needs of every family member, from new graduates to retirees. Working as partners, we’ll provide the education needed to navigate the complex financial landscape to help you understand your best options for a strong financial future.
Exceptional Service
We are committed to providing exceptional service to our clients and dedicated to building long lasting relationships based on trust, integrity, and transparency. Our team of experienced advisors will focus on your specific financial objectives to develop a personalized financial plan based on your stage of life, tailored just for you.
Independent Ownership
As an independently owned firm, we focus on no one other than you, our client. We believe this unbiased approach is paramount when creating a bespoke financial strategy just for you. Where other firms are beholden to a select few carriers, our independence allows us to leverage our vast network of financial partners to create the best solution for our client's unique needs.
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Your unique financial goals deserve individualized attention. Let’s work together to plan your financial future.