.. Brown Financial and Insurance Services | San Jose, CA 95110

Integrated Family Wealth Strategies

Since 1973

Our Commitment to You

Here at Brown Financial, we are committed to helping you pursue your long-term financial goals. We believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task, and we help make sure that our clients' plans grow with them. We are committed to developing lasting, long-term relationships with our clients, their families, and third-pary advisors, with the highest level of integrity. We hold our community, families, and employees in high regard, and strive to maintain balance between work and family life.

Our Relationship with Eagle Strategies

Eagle Strategies LLC

Eagle Strategies, LLC, is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services. We leverage Eagle's sophisticated weath management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels. Our firm's breadth and investment knowledge, coupled with Eagle's diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.

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