Personal Services

Branda Financial Services offers a range of trust and financial services. We assist our clients in establishing financial and estate plans that will help solve their tax, investment* and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment* products, we 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 plan, we are here to build and maintain long term relationships based upon our integrity, performance and responsiveness and service.

Establishing a relationship with 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 at Branda Financial Services 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 we have provided our clients for more than 25 years.
Comprehensive Financial Planning*
Investment Advisory Services*
Estate and Wealth Transfer Planning
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., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, VT 05604 (802) 229-3900.

Branda Financial Services is independent of Equity Services, Inc.