Marty Brooks

Q: What is Marty Brooks email address?

Email Marty Brooks at mbrooks@heritagefinservices.com. This email is the most updated Marty Brooks email found in 2026.

Q: How to contact Marty Brooks?

To contact Marty Brooks send an email to mbrooks@heritagefinservices.com. If you want to call Marty Brooks try calling on +18169851384 and +18163660537. (updated on October 29, 2024)

Managing Partner at Heritage Financial | Lees Summit, Missouri, United States

About Marty Brooks

Marty Brooks brings over two decades of experience in the financial services industry to his role as Managing Partner at Heritage Financial in Belton, MO. Since embarking on his career in 2001, Marty has cultivated a diverse skill set that encompasses investments, wealth management, and strategic financial planning. His journey began as a registered representative, where he honed his expertise in investment advisory and developed a deep understanding of fixed annuities and retirement planning.

In his current position, Marty oversees critical business relationships and coordinates the investment and planning processes for a select group of clients. His strategic approach ensures that each individual receives tailored financial solutions that align with their unique goals and aspirations. Marty's proficiency in 401(k) management and disability insurance further enhances his ability to provide comprehensive wealth management services.

Key projects under Marty's leadership include the development of innovative investment strategies that not only address current market trends but also anticipate future shifts in the financial landscape. His commitment to client education and empowerment is evident in the workshops and seminars he conducts, aimed at demystifying complex financial concepts for his clients. With a Series 7 license and a passion for helping individuals navigate their financial journeys, Marty Brooks exemplifies the dedication and expertise that clients seek in a trusted financial partner.

Marty Brooks Work

Managing Partner at Heritage Financial in September 2006 to Present

Retirement Plan Specialist at Freedom Wealth Advisors in March 2020 to Present

Managing Associate at New England Financial in November 2003 to September 2006

Marty Brooks Skills

Retirement Services

Qualified Retirement Plans

Retirement Solutions

About Marty Brooks's Current Company

Heritage Financial

Discover more about Heritage Financial

Frequently Asked Questions about Marty Brooks

What is Marty Brooks email address?

Email Marty Brooks at [email protected]. This email is the most updated Marty Brooks email found in 2026.

What is Marty Brooks phone number?

Marty Brooks phone number is +18169851384 and +18163660537.

How to contact Marty Brooks?

To contact Marty Brooks send an email to [email protected]. If you want to call Marty Brooks try calling on +18169851384 and +18163660537. (updated on October 29, 2024)

What company does Marty Brooks work for?

Marty Brooks works for Heritage Financial

What is Marty Brooks's role at Heritage Financial?

Marty Brooks is Managing Partner

What industry does Marty Brooks work in?

Marty Brooks works in the Financial Services industry.