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Financial Planning Built On Trust, Focused On Your Success

At Brimmer Financial, our welcoming office and open door policy means that we are truly accessible to our clients. We are here to listen, advise, and guide you on your path to financial freedom.

As a branch office of B. Riley Wealth Management, Inc., 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.

Our Services

Financial Planning
Investment Management
Retirement Planning
Estate Planning
Business Financial Planning
Insurance

Our Process

We realize that each client is unique. We assess your individual needs and goals to develop a strategy to help you stay on course during changes in your life, the economy, and the financial markets. We are always available for any questions or concerns that may arise. As Independent Financial Advisors we are able to provide a wide selection of investment products to meet your individual goals and future success.

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Disclosure & Consumer Information

Brimmer Financial may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through  B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance.

Investments may lose value. Not FDIC insured.

LEGAL DISCLOSURE

CUSTOMER RELATIONSHIP SUMMARY

Contact

59 Finlay Road – P.O. Box 2806 – Orleans, MA 02653
Office: 508.240.0320
Fax: 508-240-2309
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Our Mission

Our goal is to help you plan ahead for the future. You don't know what will happen in the future, but we can help you be prepared by planning ahead for your life’s financial journey.

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