Brooks Financial of North Carolina, LLC is a registered investment advisor based in Durham, North Carolina, led by Leonard J. Brooks, ChFC®. The firm provides tailored wealth management and financial services designed around each client’s goals, circumstances, and risk tolerance. Its approach emphasizes long-term relationships, open communication, ethical conduct, and working in clients’ best interests as they navigate life’s transitions.

Brooks Financial offers guidance across retirement, investment, estate, insurance, tax, money, and lifestyle planning. The services and financial products referenced include stocks, bonds, mutual funds, exchange-traded funds, unit investment trusts, annuities, life insurance, IRAs, SEP IRAs, 401(k) plans, and 529 plans. The firm also provides tax-related resources and preparation information, along with educational materials, articles, videos, calculators, and a glossary to help clients explore financial topics.

Brooks Financial serves clients beyond North Carolina when applicable registration requirements are met. Its website is educational and does not constitute individualized investment, tax, or legal advice.