Robert W. Brimmer,  CFP<sup>&reg;</sup> - Financial Advisor

Robert W. Brimmer, CFP®

retired

Brimmer Financial Group

59 Finlay Road, PO Box 2806
Orleans, MA 02653
(800) 237-9322
(508) 240-0320

General

Robert Brimmer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Brimmer Financial Group in Orleans, MA and the surrounding communities.

Financial Advisor Overview

I serve the middle market working with people who need and want help with some or all of their financial issues.

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Financial Advisor Experience

Forty years in financial services.  CFP Designation earned in 1982.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

National Securities Corp. is my Broker Dealer.  I am an Affiliated Person with National Asset Management, and an agent with National Insurance Corp.  These three entities are all affiliates of National Holding Corp.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources