We’re here every step of the way with the financial planning resources your family or small business needs to thrive.
Our goal is to help you plan ahead for your financial future.
You don’t know what will happen in the future, but we can help you be prepared by planning for your life’s financial journey.
At Brimmer Financial our warm, welcoming office and open door policy over the years has meant that we’re truly accessible to our clients whenever they want to just drop by and ask us a question. That’s how business is done here on Cape Cod, and at Brimmer Financial.
As a branch office of National Securities Corporation, member SIPC/FINRA (Click for Broker Check), we are able to offer our clients a wide range of financial products and services to help them succeed in the present and prepare for the future.
Don’t Guess. Plan.
Our Process
The realization of personal goals requires discipline, diligence, and patience. We use a time-tested approach in which we help our clients set realistic goals. We assess their financial condition and make recommendations to improve their situation, develop a plan to help them achieve their goals, implement and activate any recommended steps, and monitor their progress. We help our clients stay on course during changing economic climates, changes in their lives, and changes in the financial markets. We are compensated either by fees only or commissions only or a combination of fees and commissions depending on client needs and circumstances. One client may require hours of consulting time. Another may simply want to open an IRA account. Each client is unique.
Disclosure & Consumer Information
Securities and Variable Insurance Products offered through National Securities Corporation www.nationalsecurities.com , Member FINRA/SIPC. www.finra.org / www.sipc.com Advisory services provided through National Asset Management, Inc. (NAM)http://namadvisorguide.com/, a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s website. Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company. Brimmer Financial is not an affiliate of NSC, NAM, NIC or NFS. Investments may lose value. Not FDIC insured.
Important Consumer Information: This communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, MD, MA, MI, MO, MT, NE, NH, NJ, NY, NC, OH, OR, PA, RI, SC, UT, VT, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced.