Best Financial Advisors in Victorville


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Brooksby Financial Services

12421 Hesperia Road, Victorville, CA 92395
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  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Brooksby Financial Services is a Victorville-based firm that works with individuals and businesses to address their specific financial needs. Included in its financial planning services are college funding, life insurance, and retirement income planning. Other areas of specialization include risk management, estate planning, tax planning, and charitable-gift strategies.  These services are personalized according to the situation of the clients. Co-founder William F. Brooksby is a Chartered Financial Consultant and brings years of experience in investments and estate planning.


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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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