(231)-834-5197 Toll free 866-300-6038 email JBrooks@woodburyfinancial.net
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.
I am experienced 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 develop 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.
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
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 appropriate resources to help secure and protect the future for your families and employees.
I am a long time member of the Masons and Shriners. Avid hunter, fisherman, and weekend lumberjack.
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.
Securities and Investment Advisory services Offered through Woodbury
Financial Services, Inc, P.O. Box 64284, St. Paul, MN 55164, (800)
800-2638, Member FINRA, SIPC Registered Investment Advisor.
John Brooks Investments and Financial Planning and Woodbury Financial Services, Inc. are non- affiliated entities.
http://www.finra.org/InvestorInformation/welcome/index.htm
http://www.sipc.org/