Brian Brown  - Financial Rep. at NM
Brian Brown  - Financial Rep. at NM

Brian Brown - Financial Rep. at NM

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Zip code

Responds in about 49 min

Introduction: Live life by Design, not by Default. My team and I are dedicated to making sure you and your family have a secure future. We provide free consultations and initial planning. My team's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality. Whether for personal, family, or business. I am an Independent Contractor that works under Northwestern Mutual. Why Northwestern Mutual? With a holistic approach to planning we focus on comprehensive planning that includes risk management, wealth accumulation, portfolio diversification and tax reduction strategies. When people feel better about their money, good things happen – they become more confident and feel more secure. Taking away the everyday financial stress that most people experience helps them breathe easier, sleep better, and feel happier. Why Start Now? Planning Financial future is all about timing. We make sure you're properly and strategically taking steps to get you financially secured so that you are not faced with financial regret.
Overview

Current Top Pro

Hired 31 times

Serves Houston, TX

Background checked

18 employees

155 years in business

Social media

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Currently a top pro

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Current Top Pro

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Wear masks during the job

Featured Projects

6 photos

Reviews

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

Exceptional 5.0

16 reviews

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Read reviews that mention:


pro avatar
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
pro avatar
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
pro avatar
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
pro avatar
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
pro avatar
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.
Credentials
Background Check

Brian BROWN

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.

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