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Insights

Strategic sponsorships Potential cross-selling opportunities with education and non-profit sponsorships identified by their community engagement, suggesting collaboration for customized financial education programs and donor impact strategies.

Mid-market focus Company size and revenue placement indicate a mid-market client profile suitable for expanded corporate benefits, retirement solutions, and wealth management services tailored to small to midsize enterprises.

Tech enablement Existing technology stack (Salesforce, Drupal, AWS, DocuSign) presents opportunities to propose enhanced data-driven advisory workflows, digital client onboarding, and secure document automation to improve service delivery.

Boutique partnership As a branch office of a securities firm, there is room to present scalable enterprise solutions (institutional-grade planning, compliance support, and co-branded client programs) to deepen client trust and expand assets under management.

Growth opportunities Revenue range positions the firm for growth-focused financial products, including retirement planning, corporate benefits administration, and wealth management offerings aimed at expanding client relationships and increasing wallet share.

Similar companies to Brooks Financial Group, Inc.

Brooks Financial Group, Inc. Tech Stack

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

Brooks Financial Group, Inc.'s Email Address Formats

Brooks Financial Group, Inc. uses at least 4 email formats:
Brooks Financial Group, Inc. Email FormatsExamplePercentage
FLast@brooksfinancial.comJDoe@brooksfinancial.com
79%
Last@brooksfinancial.comDoe@brooksfinancial.com
14%
First@brooksfinancial.comJohn@brooksfinancial.com
4%
First.Last@brooksfinancial.comJohn.Doe@brooksfinancial.com
3%

Frequently Asked Questions

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

Minus sign iconPlus sign icon You can contact Brooks Financial Group, Inc.'s main corporate office by phone at
+1-410-308-****
. 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?

Minus sign iconPlus sign iconBrooks Financial Group, Inc.'s official website is brooksfinancial.com and has social profiles on LinkedIn.

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

Minus sign iconPlus sign icon As of November 2026, Brooks Financial Group, Inc.'s annual revenue is estimated to be $25M - $50M.

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

Minus sign iconPlus sign iconBrooks Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of November 2026, Brooks Financial Group, Inc. has approximately 22 employees across 1 continents, including North America. Key team members include Vice President And Chief Tactical Officer: B. S., Director Of Planning: M. J. and Relationship Manager: K. C. Explore Brooks Financial Group, Inc.'s employee directory with LeadIQ.

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

Minus sign iconPlus sign iconBrooks Financial Group, Inc. operates in the Financial Services industry.

What technology does Brooks Financial Group, Inc. use?

Minus sign iconPlus sign iconBrooks Financial Group, Inc.'s tech stack includes Amazon Web Services, Drupal, Salesforce, Microsoft 365, JSON-LD, Google Maps, DocuSign and Datadog.

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

Minus sign iconPlus sign iconBrooks 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?

Minus sign iconPlus sign iconBrooks Financial Group, Inc. was founded in 1992.
Brooks Financial Group, Inc. logo

Brooks Financial Group, Inc.

Financial ServicesMaryland, United States11-50 Employees

Brooks Financial Group, Inc. is a financial services firm established in 1992 and based in Towson, Maryland. The company provides personalized financial planning and benefits consulting and administration for individuals, professionals, and corporate clients, focusing on wealth management, retirement planning, and corporate benefits for teams. As a branch office of Founders Financial Securities, LLC, it operates within a broader advisory and securities framework, offering services to those seeking professional guidance across personal, professional, and corporate financial matters. The firm emphasizes a mission of professional, independent oversight of clients’ matters of importance through knowledge, innovation, and trusted relationships. In 2019, it was noted for its involvement as a presenting sponsor in a local high school’s milestone anniversary celebration, reflecting community engagement alongside its financial services activities.

Section iconCompany Overview

Phone number
+1-410-308-****
Website
brooksfinancial.com
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M - $50M

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

Company Leadership

  • Vice President And Chief Tactical Officer at Brooks Financial Group, Inc.
    B. S.
    Vice President And Chief Tactical Officer
    Mobile Phone
  • Director Of Planning at Brooks Financial Group, Inc.
    M. J.
    Director Of Planning
    Mobile Phone
  • Relationship Manager at Brooks Financial Group, Inc.
    K. C.
    Relationship Manager
    Mobile Phone
  • Principal at Brooks Financial Group, Inc.
    M. B.
    Principal
    Mobile Phone
  • Financial Consultant at Brooks Financial Group, Inc.
    D. B.
    Financial Consultant
    Mobile Phone

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