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425-242-0499
bill@billbrooksinc.com

About Us

How I Work

I work directly with clients to establish advisory account(s), whether it be from a retirement plan rollover, a current IRA, Beneficiary IRA, a taxable individual, joint, or trust brokerage account, or just excess funds which need to be put to work.

Client Centered

After careful analysis and discussion, I’ll make recommendations and once agreed upon, I’ll position the portfolio.  From there it is a watchful eye on the markets and economy with periodic reviews and adjustments to keep you and your portfolio up to date.  Learn more about Bill.

My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions.  Just as I stand behind you to help you pursue your financial dreams, the teams at Cetera stand behind me to support my business. They also strengthen my relationship with you by providing the resources I need to offer superior service.   Learn more about Cetera.

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