Brian Brown - Financial Rep. at NM

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Customers rated this pro highly for professionalism, work quality, and responsiveness.

Read reviews that mention:

• financial・8

• finances・1

• budgeting・1

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Ryan M.

Jan 20, 2022

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Hired on Thumbtack

Hired on Thumbtack

Brian and his colleagues, James, were very helpful. Most intro calls I've had with financial advisor have been very formal and superficial. Not with Brian we jumped right into my situation and they provide good direction immediately. I'm looking forward to working with them more!

Personal Financial Planning

Ottillie M.

Jan 11, 2022

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Hired on Thumbtack

Hired on Thumbtack

Brian is a very personable individual, who is passionate about his work. You can tell that he cares a lot about helping others reach their financial goals. He takes his time to explain new concepts and answer all questions. He meets you at your level at financial literacy and provides opportunities for you to learn about and expand your financial options. My experience working with Brian has been great! He is very responsive and easy to speak to. He makes uncomfortable conversation about money comfortable. Because of him, I’ve been able to shift my mindset when it comes to money and the thought of planning for the future does not scare me.

Personal Financial Planning

Jackie B.

Jan 7, 2022

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Hired on Thumbtack

Hired on Thumbtack

Great connecting with Brian! Very personable and not only a great financial advisor but life planner! Cannot wait to work more with him!

Personal Financial Planning

Lyvia B.

Mar 11, 2022

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Hired on Thumbtack

Hired on Thumbtack

I was shocked because it was so well. No pressure, no shame, no guilt trip, and easy going conversation. I know more than the average person and he still taught me something new.

Personal Financial Planning

Chelsea W.

Jan 11, 2022

I work very closely with Brian Brown on my team and I can strongly say he makes sure to add the best value to his clients financial plan. He is one of our top advisors here in our Network office. His Honest,Respectful and truly cares about each and every one of his clients.

FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?

  Conversations and planning are not fee-based, I want my clients to see the value of what my team provides. If my team helps put any Risk Management Products or Investment Products in place we will discuss cost at that time.

• What is your typical process for working with a new customer?

  Our 1st conversation has two purposes. 1. For them to understand who I am, why I serve, and the approach I use to insure optimal planning for my clients. 2. For me to understand my client's vision, whether for themselves, their families, or their businesses. What is there purpose, where are they currently holding, and how can we most efficiently and purposefully move them towards their goals.

• What education and/or training do you have that relates to your work?

  I actually have an extensive background in education as well as finance. My goal is to teach those I work with to understand their plan fully, and how each piece of the financial puzzle creates their masterpiece. Too often I find when working with clients that have other gone through a financial planning process before, they are still quite unsure about their overall plan and how the pieces tie together. This creates unnecessary anxiety.