Bob is a Certified Financial Planner practitioner
Brimmer Financial Group is a Branch Office of National Securities Corp., Member FINRA/SIPC. We offer personal financial planning, traditional securities brokerage, wealth management through National Asset Management and life and health insurance through National Insurance Corp.
Keywords: financial planning, wealth management, securities, life insurance, health insurance
Interview Q&A
How long have you been in business?
Thirty(30) years as Brimmer Financial
What is your primary product or service?
Financial Services: Bob is a Certified Financial Planner
Susan Lemieux is a registered representative
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
A friend recommended me to the Financial Services Industry in 1975.
How do you differentiate yourself from other businesses in your category and area?
Bob Brimmer, CFP, has forty (40) years in financial services. He is also licensed as a investment adviser representative and a Life and Health Isurance agent in Massachusetts.
How many locations do you have and do you have plans to expand?
One: 59 Finlay Road, Orleans, Ma 02653
What type of payments do you accept?
Checks only-payable to the Investment Firm
Which areas do you service?
Financial Planning, Securities, Life & Health Insurance, Annuities, Wealth Management and Alternative Investments.
Who owns your company or runs daily operations?
We are a branch office of National Securities Corporation, member of FINRA/SIPC; Insurance offered through National Insurance Corp; Investment advisory firm is National Asset Management Inc.
What are your hours of operation?
Monday- Friday 9a.m-5p.m
What is the best compliment anyone can give you?
"Thank for taking good care of me/us"
What is your favorite quote or Bible verse?
The Lord's Prayer