Large enough to meet all your needs, small enough to know your name.
Our Vision
NorthBrook Financial Group envisions a future where individuals and businesses achieve financial security and peace of mind. We accomplish this by providing personalized and comprehensive financial guidance, empowering our clients to make informed financial decisions.
Who We Are
Founded in California, NorthBrook Financial Group is a full-service accounting and investment firm led by experienced professionals who are passionate about helping clients achieve financial success. We combine deep expertise in tax planning, investment management, and financial planning to deliver tailored solutions that address each client's unique needs.
What We Do
We offer a comprehensive range of services across two key areas:
1. Tax Services
- Tax Preparation: Efficient filing of individual and business tax returns with accuracy and completeness.
- Tax Planning: Comprehensive strategies to minimize taxes through deductions, credits, and efficient planning.
- Tax Strategies: Customized solutions for business owners and individuals to strategize for retirement, investment gains, and other financial considerations.
2. Investment Management
- Investment Planning: Personalized strategies to grow wealth through diversification and risk management.
- Portfolio Management: Expert selection and monitoring of investments to meet individual goals and objectives.
- Retirement Planning: Comprehensive guidance on maximizing retirement accounts and plans.
Who We Serve
NorthBrook Financial Group works with a diverse clientele, including:
- Business owners
- Executives
- Independent professionals
Why Choose NorthBrook Financial Group?
- Personalized Attention: We take the time to understand your individual needs and goals.
- Experience and Expertise: Our team has extensive experience in navigating complex financial situations.
- Client-Focused Approach: We prioritize open communication, transparency, and responsiveness in our client relationships.
- Data Security: We employ robust security protocols to safeguard your confidential information.
Our Commitment
At NorthBrook Financial Group, we are committed to providing exceptional client service, delivering valuable insights, and exceeding expectations. We believe in building lasting relationships with our clients, empowering them to achieve financial success and secure their financial future.
Financial Services Review Summary
Many users have had excellent experiences with Gary Henson and NorthBrook Financial. This section highlights the positive and negative reviews provided by these users.
Service Excellence
The majority of reviewers have consistently praised Gary's exceptional service, highlighting his expertise, trustworthiness, and approachability. Reviewers have mentioned his willingness to listen, provide valuable advice, and help make smart financial decisions. His office's convenience and accessibility were also appreciated by several reviewers.
Mixed Experience
One reviewer, Tabitha J., had a dissatisfying experience with Gary. She felt disappointed due to the lack of personalized attention and guidance, despite her expressed desire for assistance in navigating their complex financial situation.
Key Takeaways
Gary Henson and NorthBrook Financial receive overwhelmingly positive reviews for their expertise, trustworthiness, and excellent service. However, one reviewer reported a disappointing experience due to perceived lack of personalized attention.
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