Broker Check

Brandon S. Pepe, CFP®, Financial Advisor

2319 Whitney Avenue, Suite 5A
Hamden, CT 06518

203.288.2990 x139

My Services

I work with individuals and business owners by offering a wide range of financial products and services, while striving to improve their knowledge of the financial planning instruments and strategies. You can better identify goals and make financial decisions by utilizing the financial planning process and understanding which investment strategies and tools are necessary to help pursue your goals.

Investments

  • Mutual Funds
  • Brokerage Services
  • 529's and Coverdell Education Savings Accounts
  • Variable Annuities

Financial Planning Services

  • Financial Planning
  • Investment Planning
  • Estate Planning Strategies
  • Business Planning Strategies

Fee-Based Asset Allocation Programs

  • Managed Allocation Portfolios
  • Strategic Portfolio Allocation

Insurance

  • Annuities, Life Insurance, Disability and Business and Group Products

Individual and Business Retirement Plans

  • Traditional IRAs, Roth IRAs and IRA Rollovers
  • 401(k), 457 and 403(b)/TSA Plans
  • Exclusive(k)® , Keogh, Money Purchase and Profit Sharing Plans
  • SEP, SIMPLE and SARSEP Plans
  • Defined Benefit Plans

Call to discuss the products and services that may be available to you and start down the path towards your financial goals. Please note I offer seminars and workshops on many of the services listed below.

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