Braun & Associates Company Profile, Contacts & Intelligence

Braun & Associates Overview

At Braun & Associates, our primary role is to help clients build the financial future of their dreams. We leverage a broad knowledge of financial planning and strategic connections to transform aspirational vision into actionable plans for success. We start by sitting down with clients and discussing their idea of a life well-lived—we help them unpack what they truly want from life, what concerns they have, and who they want to help along the way. Then we create a detailed financial blueprint to bring those ideas to life. With over 35 years of meaningful relationships in the industry, we connect clients to the brightest minds to implement each component of their financial plan. Much like a general contractor oversees the construction of your dream home, we coordinate with each professional to ensure everyone is on the same page and you’re on track for your goals—so you can focus on enjoying your life. We’ve found this is one of the most important aspects of effective wealth management—and a piece that’s often missed. If you don’t have someone to show you concrete ways to turn your dreams into action and manage the big picture, you can end up feeling stuck, overwhelmed, and uncertain. That’s why our mission is to open our clients’ eyes and bring them from dreaming to doing—we help you put your ideas on paper and provide proven strategies to carry out your vision. From there, it’s just a matter of enjoying your progress. We’ve served clients in all phases of life, and we know what resources need to be in place to accomplish even the most ambitious goals. Our clients are already successful and driven to create a great life—we just give them a concrete way to do it.

Headquarters

500 Skokie Blvd.

Website

www.steve-braun.com

Industry

Insurance

Founded

1986

NAICS

Insurance Carriers and Related Activities, Agencies, Brokerages, and Other Insurance Related Activities

Braun & Associates Contact Intelligence

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Braun & Associates Workforce Composition

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