Gardner Brown Associates, Inc. (GBA) is the first Brokerage General Agency created to specifically focus on the needs of the Financial Planner and the Broker Dealer Community. Unlike the insurance agent who markets life insurance and annuity products as the solution to most of the clients needs, the Financial Planner has many more tools; and, through the analysis process, is in a unique position to utilize life insurance and annuity products in conjunction with other assets under management. We have developed and implemented a turnkey system to enable Gardner Brown Associates, Inc. to partner with private banking and trust departments of select banking institutions. Considerable production has resulted from our ability to provide these institutions with expertise in the areas of estate and wealth transfer planning, business planning, asset protection planning and advanced life insurance planning for their identified clientele. Louis Gardner and Juanita Brown, the principals of Gardner Brown Associates, have extensive experience working with Financial Planners and have established an expertise in advanced estate planning and executive benefit planning. GBA has also developed a Financial Analysis Visual Overlay SM specific to that market. It is the mission of Gardner Brown Associates to bring the Financial Planning community an old fashioned, hands-on, one-stop-shop where current and reliable information can be obtained to serve your client's objectives.
View Top Employees from Gardner Brown AssociatesWebsite | http://www.gardnerbrownassociates.com |
Revenue | $200000 |
Employees | View employees |
Address | PO Box 2243, Los Alamitos, California 90720, US |
Phone | (949) 375-2008 |
Industry | Finance General, Finance |
Competitors | Anchor Bay Capital, Inc., BERGER & JONES INSURANCE AGENCY, INC., CPS Horizon Financial, Fenn & Fenn Insurance Practice Inc., Henschen and Associates Inc |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Gardner Brown Associates annual revenue was $200000 in 2024.
Gardner Brown Associates is based in Los Alamitos, California.
The NAICS codes for Gardner Brown Associates are [52, 52393, 523, 5239].
The SIC codes for Gardner Brown Associates are [628, 62].