Insights

Established Market Presence Brooks Financial Group has been operating since 1992, demonstrating a well-established presence in the financial services industry with a focus on personalized wealth management and corporate benefits, making it a trusted player in its community.

Growing Revenue Range With annual revenues between 25 and 50 million dollars, Brooks Financial Group presents opportunities for premium financial products and services targeted toward mid-sized firms and high-net-worth individuals.

Technology Adoption The company's deployment of advanced cloud and security technologies, including AWS and Cloudflare, indicates a focus on reliable, secure digital services—potentially open to innovative tech solutions that enhance client engagement or operational efficiency.

Community Engagement Brooks Financial Group actively participates in community events such as sponsoring Calvert Hall College's anniversary, suggesting opportunities for partnership programs or sponsorship collaborations to boost brand visibility.

Competitive Scale As a smaller firm compared to giants like Charles Schwab or Fidelity, there is a niche opportunity to offer personalized, independent financial solutions and technology-driven customer experiences that cater to clients seeking tailored service over mass-market offerings.

Brooks Financial Group, Inc. Tech Stack

Brooks Financial Group, Inc. uses 8 technology products and services including Amazon Web Services, Cloudflare CDN, Amazon S3, and more. Explore Brooks Financial Group, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • JSON-LD
    Javascript Frameworks
  • SWFObject
    Miscellaneous
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

Brooks Financial Group, Inc.'s Email Address Formats

Brooks Financial Group, Inc. uses at least 1 format(s):
Brooks Financial Group, Inc. Email FormatsExamplePercentage
FLast@brooksfinancial.comJDoe@brooksfinancial.com
79%
Last@brooksfinancial.comDoe@brooksfinancial.com
14%
First@brooksfinancial.comJohn@brooksfinancial.com
3%
First.Last@brooksfinancial.comJohn.Doe@brooksfinancial.com
4%

Frequently Asked Questions

What is Brooks Financial Group, Inc.'s phone number?

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You can contact Brooks Financial Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Brooks Financial Group, Inc.'s official website and social media links?

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Brooks Financial Group, Inc.'s official website is brooksfinancial.com and has social profiles on LinkedIn.

How much revenue does Brooks Financial Group, Inc. generate?

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As of December 2025, Brooks Financial Group, Inc.'s annual revenue is estimated to be $2.1M.

What is Brooks Financial Group, Inc.'s NAICS code?

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Brooks Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Brooks Financial Group, Inc. have currently?

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As of December 2025, Brooks Financial Group, Inc. has approximately 21 employees across 1 continents, including North America. Key team members include Vice President And Chief Tactical Officer: B. S.Vice President Of Corporate Benefits: M. B.Vice President Of Corporate Benefits: K. C.. Explore Brooks Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Brooks Financial Group, Inc. belong to?

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Brooks Financial Group, Inc. operates in the Financial Services industry.

What technology does Brooks Financial Group, Inc. use?

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Brooks Financial Group, Inc.'s tech stack includes Amazon Web ServicesCloudflare CDNAmazon S3JSON-LDSWFObjectHSTSCloudflare Bot ManagementGoogle Analytics.

What is Brooks Financial Group, Inc.'s email format?

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Brooks Financial Group, Inc.'s email format typically follows the pattern of FLast@brooksfinancial.com. Find more Brooks Financial Group, Inc. email formats with LeadIQ.

When was Brooks Financial Group, Inc. founded?

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Brooks Financial Group, Inc. was founded in 1992.

Brooks Financial Group, Inc.

Financial ServicesMaryland, United States11-50 Employees

Brooks Financial Group, Inc. was founded in 1992 with the goal of serving those entrusted to our care in every aspect of their financial lives—personal, professional and corporate.

Whether your goals include wealth personal management, qualified retirement planning, or corporate benefits for your business and your team, we provide a very comprehensive and personalized approach to financial planning and benefits consulting and administration, one which has earned us a reputation for excellence in our community and our industry.

Our Mission is to lead our private relationships professionally and independently by understanding completely their Matters of Importance and through our knowledge, innovation, and trusted relationship, render the servant leadership required to achieve their dreams.

What are Your Matters of Importance?  Let BFG guide you through your journey.

Brooks Financial Group, Inc. is a Branch Office of and Securities offered through Founders Financial Securities, LLC Member FINRA, SIPC and Registered Investment Advisor

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Brooks Financial Group, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Brooks Financial Group, Inc.'s revenue is estimated to be in the range of $25M$50M

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