Steven N Brandt

About

TEAM PERSPECTIVE & PERSONALIZED SERVICE Comprehensive financial planning approach Wealth management & tax planning strategies Retirement & estate planning strategiesI strive to be my clients' 'go-to' resource for financial planning and investment advisory services. I believe my experience providing customized and knowledgeable financial advice helps my clients simplify their financial lives and can offer clarity in our increasingly complex world. Together, we systematically review progress toward client goals and adjust the strategy to reflect personal and economic changes as needed. My experience is combined with a sincere interest in each of my clients' financial objective