It allows me to do what need to do, and I can go in the room with a
client I know the Brookstone team has my back, and that's pretty cool.
Nick Royer, Independent Financial Advisor
I came to a PASS training and realized the resources that they had and
the trainings that they offer, and knew that this is what I really needed in order to be comfortable and
confident...
Abby Reed, Independent Financial
Advisor
Dean and his team have had the same mission and same goals that
we've had from day one. And that goal has always been how to help the advisor.
Nick Boeckman, CFP, Independent Financial Advisor
They guided me to where I am today. They really provide that kind of infrastructure to help us focus
on our clients, and less on the trading and day-to-day things.
Jordan Flowers, Independent Financial Advisor
We couldn't do what we do without the support they provide. It allows our clients to be assured
that we're bigger than just Patriot Wealth. We are a small boutique firm, but we're also
back by Brookstone...
Wes White, Independent Financial
Advisor
They acquire other business that allows their solutions to serve advisors. And
it's the same group of people as it was when I started, and that stability is really
important.
Nolan Goslee, Independent Financial Advisor
I never felt as confident as I do as in Brookstone. They take a lot of the stuff that we need to do
and make it a lot easier for us.
Joe Dowling, Independent
Financial Advisor
Brookstone is the strategic partner when it comes to RIAs. I have been with a
couple other firms that I thought they had that component but there was just something missing.
Brookstone is just so vested in your practice and your growth, and just ahead of the curve all the
time.
April Reed Crews, Independent Financial
Advisor
Everything you need is available. Whether it's the investment
platform, whether it's all the marketing they provide for you- it's all there. The only thing you
have to do is take advantage of that they offer you.
Tom Fortino, Independent Financial Advisor
Our most strategic partner. We use their systems, their models, and
their team for almost everything that we do.
Luke Bertke,
Independent Financial Advisor
