Welcome to the web site for John A. Brooks, Investments & Financial Planning.
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My office is located in Grant, Michigan.� Situated in the heart of beautiful West Michigan, just 40 miles North of Grand Rapids and 35 milies East of Muskegon.�
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I specialize in helping businesses and individuals select, establish, and maintain their retirement and investment plans.��My experience in the full service investment business enables me to develope�the best investment plans and options for�my clients.� Client education and service are key factors that I incorporate into my work on a continuous basis.� Whether retirement, education, or estate savings, I look forward to helping you reach your financial goals for the future.
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I also provide services for all the following: Trust Planning , Pension Consulting , College Planning , Investment Consulting , 403(b) Advice , Estate Planning , Financial Planning , Retirement Planning , 401(k) Advisory , Life Insurance , Retirement Income , Employee Benefits & Compensation
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I am an�Investment Advisor Representative working with Woodbury Financial Services Inc.�as my broker/dealer.� As an independent representative I am able to�search the market place and provide the best resources to secure and protect the future for your families and employees.�
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I am a long time member of the Masons and Shriners. Avid hunter, fisherman, and weekend lumberjack.
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If you have any questions or would like to schedule a time to meet and discuss the products and services I offer my clients, or your accounts and retirement plans, please feel free to call my office. I am available to meet with you at your convenience at my office, your home, or place of business.
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Securities and Investment Advisory services Offered through Woodbury
Financial Services, Inc, P.O. Box 64284, St. Paul, MN 55164, (800)
800-2000, Member FINRA, SIPC� Registered Investment Advisor.�
John Brooks Investments and Financial Planning�and Woodbury Financial Services, Inc. are non- affiliated entities.
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http://www.finra.org/InvestorInformation/welcome/index.htm
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http://www.sipc.org/
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