BRENDON PIERSON, INC.

Financial ServicesUnited States11-50 Employees

BRENDON PIERSON, INC., has been working with individuals and businesses for over 30 years. We are committed to being life-long partners with our clients in their quest to reach their financial goals.

Each of our staff members has extensive personal and professional experience and hold various professional designations. Brendon Pierson is licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap toward a more secure financial future.

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services.

BRENDON PIERSON, INC., services include:
•Investment management*
•Educational planning
•Retirement strategies*
•Estate conservation
•Tax planning
•Insurance and annuity products+
•Financial statement preparation
•Business Exit Strategies
•Payroll, Timekeeping & Human Resource Management

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. 

Please visit www.Avantaxwealthmanagement.com/social_policy/for more information.

3311 Route 33
Neptune, NJ 07753
732-681-4800

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