Brandon works on a team of financial professionals that strive to help individuals and small business owners better plan for retirement and protect their assets.
He specializes in:
RETIREMENT PLANNING
WEALTH MANAGEMENT
ESTATE PLANNING STRATEGIES
LONG TERM CARE INSURANCE
SUCCESSION PLANNING
COLLEGE EDUCATION PLANNING
LIFE INSURANCE
Brandon holds his FINRA Series 7, 63, and 66 registrations, as well as his NYS Life and Health licenses. He graduated from SUNY Potsdam with a Bachelor’s degree in Business Administration.
Brandon resides in Queensbury. In his spare time he enjoys hiking, collecting coins, cooking, hockey and skiing.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.