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Miles Brown Asset Management
- Financial Services
- Santa Rosa, CA
About this business
Specialties Miles Brown Asset Management is a destination for people to come and feel safe in the knowledge that they are receiving sound financial advice and guidance as they plan for retirement. We're dedicated to helping you build a healthy and confident relationship with your money, establishing long-term partnerships that enrich your life in more ways than one. History Established in 2016. Miles Brown Asset Management was established in May 2016 however we've been in business for over 11 years, working with large banks ... read more
Location details
703 2nd St, Ste 410, Santa Rosa, CA, 95404, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have known Daniel for close to 10 years. His dedication to excellence is a reason he has been my adviser since day one. I applaud his work ethic and his attention to detail, which ensures he always has the best interest of the client at the forefront. I look forward to continued success with Miles Brown Asset Management.
From the moment I became a client at Miles Brown Asset Management, I felt like I mattered. Ive been working with Daniel for several years and have seen the positive impact his knowledge and professionalism have had to my accounts; he has earned my complete trust. I don't know much, but Daniel explains why he makes recommendations and gives you options to make the best choices for you and your family. I also appreciate that he makes himself available to his clients'; he clearly has a passion for his business and it shows in t... read more
I have been with Mr Brown for over 10 years. He has taken care my funds and has always kept me informed. He treats your money like it is his own.
Daniel Brown couldn't be more attentive and intuitive. He understands our concerns and issues and that speeds up our decision making processes. My husband and I have VERY different outlooks on our investment portfolio but Daniel's advice and potential solutions always manages to satisfy and assuage both of us! As the CEO of a credit union with a very sophisticated membership base, I also had no qualms referring any of my members to him and they're all as pleased as I am.
Frequently asked questions about Miles Brown Asset Management
How is Miles Brown Asset Management rated?
Miles Brown Asset Management has a 4.9 star rating with 7 reviews.
When is Miles Brown Asset Management open?
Miles Brown Asset Management is closed now. It will open at 8:00 a.m.
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