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Brooks Capital Strategies
- Financial Services
- Bend, OR
About this business
At Brooks Capital Strategies we think of ways that could make your financial life better and then we act on them. We offer customized planning for all aspects of our clients' financial goals and needs in the areas of estate planning, tax savings, risk management, business succession planning, college education funding, retirement planning, and much more. We are an independent firm that over the last 15+ years has taken special care to formulate strategic alliances with competent, specialized advisers in varied financial sect... read more
Location details
360 SW Powerhouse Dr #310, Ste 310, Bend, OR, 97702, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Adam Brooks and Brooks Capitol Strategies understands that every client is unique, and so also are their financial situation. No cookie-cutter product sales here. We knew this right after our initial no-pressure consultation with them. They took the time to understand ALL of the things in our lives that are important to us, and came up with very creative options for our financial security. Adam is an excellent listener and communicator. He is very sympathetic to our specific challenges (there were many). He is one of the mos... read more
Brooks Capital Strategies has done an outstanding job setting me up with a great financial plan for my family. Adam is very trustworthy and I have always been confident in his recommendations. If you haven't talked to him you should!
As a tax and estate planning attorney, I have been working with Adam for years. His planning is creative, his analysis and reasoning are sound, and he selflessly cares for his clients. He clearly explains very complex issues, strategies and transactions. Adam brings a very caring and personal touch to his clients.
The team at Brooks Financial is top notch. One thing I really appreciated was that they answered all of my questions and I never felt like I was bothering them. They were happy to assist. I also like the fact that they took the time to get to know me, which I think helped them make better choices for what I wanted to do. Great job, keep it up!
I feel that Adam has always had my best interests top on his priority list. Since we have been dealing with Brooks Capitol Strategies for quite a few years I can confidently say we have become friends. Not only is Adam and his staff very competent and current on what is going on in the financial world they are very down to earth and can speak in lay-mens terms that even I can understand. Brooks Capitol Stretegies are the team you want behind your future.
Frequently asked questions about Brooks Capital Strategies
How is Brooks Capital Strategies rated?
Brooks Capital Strategies has a 5 star rating with 8 reviews.
When is Brooks Capital Strategies open?
Brooks Capital Strategies is closed now. It will open tomorrow at 9:00 a.m.
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