Joshua Brooker Financial Services

Specialties

Wealth Management Approach

I work with a highly experienced team of specialists with diverse knowledge within different sectors of finance, legal, and tax planning to amass their resources for your benefit. We work with you to identify and prioritize your goals through an introductory consultation, anticipate drawbacks, amplify strengths, and develop individualized solutions that maximize your ability to achieve your goals. Lastly, we help you act on your plan and ensure that it is living up to your expectations through regular periodic reviews.

Meet the Business Owner

Joshua Brooker, FFM C.

Business Owner

I hold my college degree in Business Administration. I am currently ranked within the top ten percent nationally assisting my clients address their needs. I have previously been President of networking group LINKS Of Reading, and am the current owner of TEAM | Lancaster. As a moderator of LinkedIn based networking group Link to Lancaster, I work with over 1700 business owners and professionals in the Lancaster area to grow their business.

My background in customer service began in 2004 and I have been in the Financial Services Industry since January 2011 with Transamerica. I hold licenses certifying me to offer a range of financial services to fit your needs. I am Federal Facilitated Marketplace Certified (FFMC) to help individuals find Health Insurance as well. I also have coursework toward Financial Services Certified Professional (FSCP) in the area of estate planning.