March Market Update! Featuring a cold February, outcomes abound, and what to do. #marketupdate #financialplanning #brooksidefamous
Brookside Tax & Financial Group
Financial Services
Parma, OH 33 followers
Your One-Stop Advisors℠ | For all your Tax, Financial, Insurance, Investment, Retirement and Estate Planning Needs.
About us
At Brookside’s family of companies, our business is our clients’ financial well-being. We are the One-Stop Advisor that our clients turn to for their tax, financial, insurance, investment, retirement & estate planning needs. Creating a plan for your financial well-being can be a lot like solving a jigsaw puzzle, but our comprehensive approach can help you put the pieces together. • We begin by working with you to identify your short and long-term goals. • We use these goals as our primary focus to provide you with innovative strategies and solutions. • We continue to partner with you through the changing landscape of your financial life including tax preparation, insurance coverages, retirement planning, and legacy planning. • We make strong commitments to our clients & build lifelong relationships that make a difference in our client’s lives.
- Website
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http://www.BrooksideTax.com
External link for Brookside Tax & Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Parma, OH
- Type
- Privately Held
- Specialties
- Retirement Planning, Tax Planning, Financial Planning, Wealth Planning, Taxes, Investment Management, Preserving Wealth, Insurance, CPA, Legacy Planning, Social Security Maximization, and Medicare
Locations
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Primary
Get directions
10150 W. Sprague Road
Parma, OH 44130, US
Employees at Brookside Tax & Financial Group
Updates
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This week, we discuss why everyone, regardless of age or wealth, needs a Power of Attorney. We'll cover the different types of POAs, what they authorize, and how to set one up. Protect yourself and your loved ones by understanding this essential legal document. https://lnkd.in/gx2YnPHd
Power of Attorney | Road to Retirement Podcast | Ep. 156
https://www.youtube.com/
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Whether you're saving for retirement, managing an unexpected windfall, or securing your family's future, this episode has valuable insights for younger clients looking to build a strong financial foundation.
How We Help Clients Under Age 50 | Road to Retirement Podcast | Ep. 154
https://www.youtube.com/
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Are you familiar with the popular New York Times game, Wordle? You have to guess the hidden word in as few attempts as possible. In this version, you have up to 6 attempts. Simply enter a word that contains six letters and press enter. After each attempt, letters will be shown in three colors. Green indicates the letter is both used in the hidden word, and in the proper slot within the hidden word. Yellow tells you the letter is used in the hidden word, but is not in the right place. Gray tells you the letter is not used at all. Give it a try! Good luck!
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In this market update, Investment Advisor Tony Marlette Jr. summarizes the January market, and provides you with an outlook for February. #MarketUpdate
Market Update | February 2025
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