Our Firm

Branda Financial Services is a comprehensive financial services firm. Our associates' network of professionals includes CPA's, pension administrators, attorneys, insurance underwriters, financial advisors, actuaries, and their Broker/Dealer, Equity Services, Inc. Our associates can help with your investments,* executive compensation strategies, employee benefits, insurance needs, as well as with business continuity and estate planning strategies.

Our Clientele:

Owners of closely held businesses and professional practices.

Individuals who assume responsibility for their own financial well-being.

Professional Specialties:

Retirement Plans
Life Insurance
Employee Benefit Programs
Trust and Estate Planning Strategies
Investments*
Fringe Benefits
Disability Insurance**
Long Term Care (LTC) Insurance**
Business Continuation Planning
Qualified Plans
Asset Distribution Planning

Products and services provided through:



Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser subsidiary of National Life Insurance Company. Montpelier, Vermont

National Retirement Plan Advisors, Inc., an affiliate of National Life Insurance Company. Montpelier, Vermont

American Guaranty and Trust, Inc., offering complete personal trust and custody services since 1914. Wilmington, Delaware

National Life Insurance Company, a dynamic and growing financial services organization offering a comprehensive range of life insurance, annuities, financial and retirement planning products, as well as pension design and administration, established in 1850. National Life is licensed to do business in all 50 states and the District of Columbia. Montpelier, Vermont.

Life Insurance Company of the Southwest, Dallas, Texas.  An independent subsidiary of National Life and a recognized leader and provider of annuity products, established in 1954. LSW is licensed to do business in all states, except New York.

All entities referenced above are affiliated, unless otherwise noted. Branda Financial Services is independent of all entities referenced.  Each company referenced above is solely responsible for its own financial obligations.

** Long Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long Term Care and Disability insurance are not underwritten nor issued by National Life Insurance Company.