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Brogan Financial

EST. AUM
$577,039,484

CONTACTS
2

CLIENT ACCOUNTS
2,093

Firm Details

Metro area Knoxville
CRD Number 133623
Website broganfinancial.com
Client types

Overview

Brogan Financial was founded in 2001 to serve clients in their pursuit of financial independence. The firm has an unwavering focus on pursuing excellence in everything they do. They help clients develop a plan to achieve specific outcomes, so clients can use their life’s savings to make the impact they desire. Brogan Financial speaks the client's language, so clients can clearly understand all of the components of their plan. Brogan Financial is a fee-based advisory practice with transparent fees and open communication. As a fiduciary, the firm acts in the client's best interests at all times. Clients are encouraged to browse the website for valuable information that can impact the quality of their life. If clients would like to meet to discuss their life goals and financial opportunities, Brogan Financial would love to welcome them into their office.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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