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Brooks Financial

Brooks Financial specializes in Insurance Planning, Wealth Management, and Employee Benefits. 

Since 1961, the professionals at Brooks Financial have remained true to three core ideals...to help our clients define their corporate and personal financial goals, to design creative solutions to achieve them, and to maintain our client relationships by providing extraordinary customer service.

As with most other things in life, the key to achieving your corporate and personal long-term financial objectives is planning. Your corporate goal may be to review your buy-sell funding, control the cost of your employee benefits package, or review your retirement funding.  Your personal goal may be to protect your family during your working years, fund your children’s college education, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.  Brooks Financial is here to help.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We at Brooks Financial are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest in Brooks Financial. 


Jason E. Brooks is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AZ,CA (CA Ins.Lic.#0B87061),CO,FL,IA,IL,IN,KS,MD,MI,MN,NC,NJ,NY,OH,OR,PA,SC,TN,TX,VA,VT,WA,WI. No insurance business may be conducted outside of these states. 

Jason E. Brooks is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency (4000 Town Center; Southfield, MI 48075; (248)352-0620). In this regard, this communication is strictly intended for individuals residing in the states of CA,FL,IA,IL,IN,MD,MI,MN,NC,NJ,NY,OH,OR,PA,TX,VT,WI. No offers may be made or accepted from any resident outside these specific states referenced.

Brooks Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Jason E. Brooks is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies, LLC, a Registered Investment Adviser, offering advisory services in the states of CA,FL,IA,IL,IN,MD,MI,NC,NJ,NY,OH,OR,PA,VT,WI.  As such, these services are strictly intended for individuals residing in these states.
 
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