Brandt Wealth Advisors

Financial Services - Newburyport, MA, US

Brandt Wealth Advisors Employees
Bob Brandt

CERTIFIED FINANCIAL PLANNER™ professional

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Rebecca Schrumm

Certified Financial Planner

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Brandt Wealth Advisors Details

Brandt Wealth Advisors is a financial planning practice that invests in your happiness as much as your net worth. We help you plan for what you value most and provide you with financial guidance as you make your way through life.The advisor representative of NewEdge Advisors, LLC is also a registered representative of and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info'. Investment advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as Brandt Wealth Advisors and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Brandt Wealth Advisors unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity as to accuracy or completeness.

Brandt Wealth Advisors logo, Brandt Wealth Advisors contact details
Website: brandtwealth.com
Employees: 5 - 9
HQ: 978-358-8153
Location: Newburyport, MA, US
Revenue: 2.5 - 5 Million
financial planning independent financial advice retirement planning college planning estate financial planning extended care planning planning for unexpected death or disability finances after divorce finances after the death of a spouse tax strategies Financial Services Financial Advisory Services
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