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Robert A. Brandt, CFP®

Bob Brandt & Associates

7 Prince Pl
Ste 202
Newburyport, MA 01950
Phone: (978) 358-8158

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

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Considerations: MSW Trained in Behavioral Finance

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.