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Trott Brook Financial Headquarters

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Home Trott Brook Financial

    https://www.trottbrook.com/
    At Trott Brook Financial, we take this very seriously. Independence. Trott Brook is a Registered Investment Advisory (RIA) firm with no affiliations with banks, insurance companies or mutual fund firms. Learn More . Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty. PROVERBS 21:5 .

Trott Brook Financial - Overview, News & Competitors ...

    https://www.zoominfo.com/c/trott-brook-financial/353538511
    Trott Brook Financial’s headquarters are in 7533 Sunwood Dr NW, Anoka, Minnesota, 55303, United States. What is Trott Brook Financial’s phone number? Trott Brook Financial…Employees: 6

Our Team Trott Brook Financial

    https://www.trottbrook.com/our-team-0
    As President of Trott Brook Financial, Jim and his team have quietly developed the firm he founded in 2002 into a reputable and trusted wealth planning firm in Anoka County. With over 30 years of financial planning and investment experience, Jim leads the Trott Brook team in delivering a high level of personal service to our family of clients.

Our Story Trott Brook Financial

    https://www.trottbrook.com/our-story
    Trott Brook Financial is an independent financial services firm located in Ramsey, Minnesota, founded in 2002 by Jim and Lisa Steffen. Immediately after graduating from college in 1991, armed with a business and economics degree, Jim got his start in the life insurance business.

Trott Brook Financial LinkedIn

    https://www.linkedin.com/company/trott-brook-financial
    Trott Brook Financial 25 followers on LinkedIn. Investment management is often seen as one of life’s unpleasant yet necessary burdens. For many, it is a tedious, stressful process that ...Founded: 2002

Why Us? Trott Brook Financial

    https://www.trottbrook.com/why-us
    Experience – Trott Brook Financial was founded in 2002. The firm manages over $150 million dollars in brokerage and advisory assets for over 250 families. Our team has over 50 years of combined financial planning and investment management experience. Jim Steffen entered the financial services business in 1991 with Mass Mutual.

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