Personal Services

Michael J. Branda Financial Services offers a range of financial services.  I assist clients in establishing financial and estate planning strategies that will help solve their tax, investment* and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment* products, I help protect our clients' well-being. In order to live up to our clients' expectations, we are committed to putting their needs and interests first. Whether it be a retirement plan, an estate plan or a business succession planning strategy, we are here to build and maintain long term relationships based upon our integrity, performance and responsiveness and service.

Establishing a relationship with Michael J. Branda Financial Services makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer*, we participate in dynamic business relationships that bring you innovative ideas, excellent service and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers and pension administrators, we deliver an understanding of your financial needs in an ever-changing world and experienced implementation of strategies custom designed to your needs.

PLANNING FOR THE INDIVIDUAL / FAMILY The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make.

The following is a representative list of services that I have provided our clients for more than 21 years.

  • Comprehensive Financial Planning*
  • Investment Advisory Services*
  • Estate and Wealth Transfer Planning Strategies**
  • Retirement Planning
  • Discount Brokerage Accounts
  • Survivorship Needs Analysis
  • Life Insurance
  • Disability Income Insurance
  • Supplemental Pension Programs
  • Charitable Giving Programs
  • Long Term Care Insurance
  • Medicare Supplement Policies

 

 

 

*Securities and investment advisory services are offered solely by Equity Services, Inc.   Michael J. Branda Financial Services is independent of Equity Services, Inc.

**Tax and legal advice are not provided.  Please consult an independent advisor prior to implementing any strategies to determine how they may affect your individual situation.