[email protected] | (714) 210-0549

[email protected] | (714) 210-0549

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How We Help
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- Services at a Glance
- Identifying & Personalizing Financial Goals and Objectives
3 Step Process
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Brooke Lounsbury

Brooke Lounsbury

Administrative Assistance

Contact

Email: [email protected]

Phone: (714) 210-0549

Website: cinergyfinancial.com

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How We Help

Our Value Proposition
3 Step Process
Financial Literacy
Targeted Retirement Advice
The REALM® Model

Financial Services

Services at a Glance
Investment Management
Retirement Planning
Risk Management Strategies
Estate Conservation
Identifying & Personalizing Financial Goals and Objectives

Financial Education

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Podcast
Videos

Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and investment adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated entities. Content provided for information & education only. It is not meant to be a recommendation to buy or to sell securities nor an offer to buy or sell securities. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that our investment strategies will be profitable.
Licensed to sell securities in the following states: AZ, CA, CO, DC, FL, GA, ID, IN, LA, MD, MI, MO, NV, NM, NY. NC, OH, OR, PA, SC, TN, TX, UT, & WA.
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