Our Mission

Holbrook Financial Services, LLC was founded with the goal of partnering with customers who feel overlooked by the current financial system. Traditional financial institutions cater to the affluent; Holbrook Financial Services, LLC is committed to helping you achieve your financial goals no matter your financial standing. We will help you in all aspects of your financial health, not just the big picture. We strive for a true partnership when it comes to your finances.

Transparency

Many financial institutions like to be vague when telling customers what their business model is. In order for a relationship to prosper, our clients have to be transparent. We are committed to being the same. Our clients deserve to know exactly what service they are getting from us and exactly what they are paying for. That is why when you become a client of Holbrook Financial Services, LLC anything that you are charged for will be clearly disclosed and detailed.

Financial Literacy

We want to play an active role in your financial heath. Because of this we actually offer services that matter to you. That is why we are here to help improve our clients financial literacy. We are here to help you learn how to better manage your finances

Holbrook Financial Services, LLC is also committed to educating the next generation. This is why we are continuously adding free materials to help you in teaching those you love. Understanding finances can be overwhelming, our materials and services strive to simplify your financial knowledge.

Sustainability

Life is busy and complicated; your financial health shouldn’t be. Holbrook Financial Services, LLC is committed to being able to engage with clients regardless of their schedule or location. This is why we operate virtually, so no matter where you are or what you have going on we are able to meet your needs.

A virtual business model also gives us the ability to have a green business. By not having brick and mortar locations and limiting the amount of travel and paperwork we are better able to be good stewards of our environment.