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Services We Provide, Investment Strategies

SolutionsAt Brown Financial Services we offer a full range of Investment Strategies customized to your risk tolerance, stage of life and goals, desire for involvement, asset level, tax sensitivity, and investment experience.

We use a variety of account structures and tenancy considerations to support your established planning goals.

In many cases the investments we suggest have as much to do with pursuing investment objectives as anything else. Our independent platform gives us access to a large variety of investments including individual stocks, mutual funds, unit investment trusts, exchange traded funds (ETFs), variable annuities, fixed annuities, bonds, structured notes, real estate investment trusts, options contracts, separately managed accounts, term and permanent life insurance contracts, limited partnerships, equipment leasing, and many more.

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Securities and advisory services offered through LPL Financial. a Registered Investment Advisor. Member FINRA/SIPC.
Brown Financial Services is not registered as a broker-dealer or investment advisor.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, ID, MO, MT, OR, and WA.
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