Financial Consultant and Investment Consultant

Welcome to

 Dean Brosious' Website

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

 

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients access to an assortment of quality, non-proprietary investment choices. I serve individuals and businesses in all areas of financial management, including:

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing investments before and during retirement.
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.