Holbrook Wealth Advisors Email Formats
Financial Services • 
Stamford, Connecticut, United States • 1-10 Employees
Key Contact at Holbrook Wealth Advisors
Adrienne Alexander
Director of Financial Planning Services
Company overview
| Headquarters | 2777 Summer St, Suite 502, Stamford, Connecticut 06905, US |
| Phone number | +12039613949 |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
About Holbrook Wealth Advisors
We specialize in providing customized financial plans for professionals and successful business owners and their families. Our highly personalized level of service allows us to design unique strategies that can help you define your goals, maximize your savings, manage your assets, and monitor your plan. Through our extensive knowledge and expertise in Cash and Investment Management, Risk Management, along with Retirement, Estate, Business, and Tax Planning, we will help you create a strategic, well-thought-out plan with your "big picture" in mind. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Holbrook Wealth Advisors. Holbrook Wealth Advisors 2777 Summer Street, Suite 502, Stamford, CT 06905 (203) 658-8953 This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, NJ, NY, TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Employees by Management Level
Total employees: 1-10
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Employees
Funding Data
Holbrook Wealth Advisors has never raised funding before.
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