Brown Associates, Inc. was established in 1969 by Edward E. Brown, Jr., a second generation Penn Mutual agent and general agent who saw the need to provide his clients more than life insurance, estate planning and employee benefit services. Brown Associates, Inc. initially offered mutual funds to its clients with an emphasis on retirement plans for the self employed and corporations.
In the early 1970s, Brown Associates, Inc. began offering broader-based financial services with the emphasis on allowing its investors to participate in real estate offerings. In 1978, Allen C. Brown, CFA, CLU & CFP, started a discount brokerage division allowing investors to receive a 50-80% discount on standard commission rates for stocks, bonds and options transactions.
In the early 1970s, Brown Associates, Inc. began offering broader-based financial services with the emphasis on allowing its investors to participate in real estate offerings. In 1978, Allen C. Brown, CFA, CLU & CFP, started a discount brokerage division allowing investors to receive a 50-80% discount on standard commission rates for stocks, bonds and options transactions.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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