Trott Brook Financial was founded in 2002. Jim Steffen serves over $100 million in brokerage and advisory assets through LPL Financial.
Our advisors have undergraduate degrees in economics, business, finance as well as the Certified Financial Planner ™ designation
Perhaps the single most important criteria for choosing a financial advisor is trust. At Trott Brook Financial, we take this very seriously.
Clients can take comfort in knowing that neither Trott Brook, nor our broker/dealer, LPL Financial, have any associations with banks, insurance companies or mutual fund firms.