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Trott Brook Financial, Inc.

EST. AUM
$120,465,881

CONTACTS

CLIENT ACCOUNTS
389

Firm Details

Metro area Minneapolis
CRD Number 290962
Website trottbrook.com
Client types

Overview

Trott Brook Financial, Inc. is a Minnesota-based registered investment advisory firm focused on providing retirement planning and investment management services, particularly for individuals approaching or in retirement. The firm operates as a fee-only advisor, offering fiduciary guidance tailored to client goals, risk tolerance, and long-term financial security. Its services are designed to help clients create sustainable retirement income and optimize investment outcomes.

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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