U.S. Bancorp Advisors – Financial Advisors: Brooke Bordner

U.S. Bancorp Advisors, Financial Advisors: Brooke Bordner is a financial planner in Fresno, California, serving individuals and families across Fresno, Hanford, and Tulare. Specializing in retirement planning, legacy planning, wealth planning, insurance protection, investment planning, and business succession planning, Brooke Bordner provides personalized financial strategies to help clients achieve long-term goals. With over 15 years of experience in the financial industry and a professional background that began in 2006, she partners with a Wealth Management Banker from U.S. Bank to deliver a holistic approach to wealth management. Her clients include business owners, women, and individuals nearing retirement. Rated 5.00, she is recognized for her client-focused service and comprehensive financial guidance.

Brooke Bordner emphasizes a collaborative, client-centered approach, working closely with individuals to understand their unique financial situations and develop tailored strategies. She integrates services such as IRA management, 401(k) rollovers, Social Security optimization, and annuity planning into retirement strategies. Her legacy planning services help clients ensure their values and financial intentions endure for future generations. She also supports business owners in creating structured succession plans, from initial discussions to final transitions. Her expertise is supported by a network of professionals within U.S. Bancorp Advisors and U.S. Bank, ensuring access to a broad range of financial tools and resources.

Located at 6666 N Cedar Ave in Fresno, the office sits just a short distance from East Rotary Park and East Herndon Avenue, with The Modern Medicine Group and Community Medical Providers Care Center within a quarter-mile radius. The area is well-connected, with North Cedar Avenue directly adjacent and key healthcare facilities nearby.

The business is well-established online, with a website that search engines read clearly and consistently. Its information is thoroughly documented across platforms, reinforcing its credibility and accessibility. This strong digital presence ensures clients can easily find and verify its services.

Brooke Bordner’s dedication to personalized financial guidance strengthens the financial well-being of individuals across Fresno and surrounding communities, making her a trusted resource for long-term wealth planning in the region.

Services:

• Credit Cards
• Insurance protection planning
• Investing & Retirement Planning
• Investment planning
• Legacy planning
• Mobile & Online Banking Solutions
• Mortgage Loans
• Personal Banking (Checking & Savings)