Brad is the principal and founder of Brown Financial & Insurance Services. Brad specializes in developing client relationships and helping his clients create estate and business, wealth management and financial plans that grow with them.

General Info

We are committed to helping you pursue your long-term financial goals. We believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task, and we help make sure that our clients' plans grow with them. We are committed to developing lasting, long-term relationships with our clients, their families, and third-party advisors, with the highest level of integrity. We hold our community, families, employees and in high regard, and strive to maintain balance between work and family life.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:30 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 408-452-6025

Address:

1731 Technology Dr Ste 400 San Jose, CA 95110

Link:

http://www.brownfinancial.net

Categories

Financial Services, Financial Planning Consultants, Insurance

Services / Products

Personal Solutions Business Solutions Investment Management

Payment Options

master card

Location

Metro Plz

Associations

* Financial Advisor for Eagle Strategies LLC, a Registered Investment Advisor * Registered Representative for NYLIFE Securities LLC, (Member FINRA/SIPC) CA Insurance License #0467251 National Association of Insurance and Financial Advisors (NAIFA), as well as the Society of Financial Professionals (SFSP).