Miles Brown Asset Management, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 4863 Old Redwood Hwy B, Santa Rosa, CA 95403
- Phone
- (707) 595-8702
- Website
- milesbrown.com
- County
- Sonoma County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Miles Brown Asset Management, LLC brings personalized investment management, financial planning and tax preparation to Santa Rosa and Sonoma County. We work closely with each client to understand their goals, concerns and limitations, and we tailor our advice to their specific situation, whether they are building wealth, navigating a career change or moving into retirement.
Our team helps with investment strategy and portfolio oversight, along with complex trust matters and other financial planning needs. We keep our clients well informed and make ourselves available for quick phone calls, in-person meetings and detailed strategy discussions whenever questions come up.
Many of our relationships span decades, and we take pride in the steady guidance we provide through every stage of life.
To schedule a consultation, contact us through our website.
Our team helps with investment strategy and portfolio oversight, along with complex trust matters and other financial planning needs. We keep our clients well informed and make ourselves available for quick phone calls, in-person meetings and detailed strategy discussions whenever questions come up.
Many of our relationships span decades, and we take pride in the steady guidance we provide through every stage of life.
To schedule a consultation, contact us through our website.