Brandon Sheh
Financial Planner | Investment Advisor Representative
CA Insurance License #4141836
I Offer a Wide Range of Financial Solutions
Retirement Strategies
- Retirement Strategies
- Income Strategies
- Estate Strategies
- Analysis and Selection of Asset
- Individual Retirement Accounts (IRAs)
- College Funding Strategies
Protection and Insurance
- Life Insurance
- Fixed and Variable Annuities
- Disability Income Insurance Protection
- Disability Protection
- Long-Term Care Insurance
- Auto & Home Insurance*
Investments
- Stocks and Bonds
- Mutual Funds/ETFs
- Managed Accounts
Business Solutions
- Ownership Succession Strategies
- Overhead Protection
- Key-Person Insurance
- Buy-Sell Agreement Funding
- Disability Income Insurance
Employee Benefits
- Group Life Insurance
- Dental Insurance Coverage
- Disability Income Insurance
- Qualified Retirement, Pension & Profit Sharing Plans
- 401(k), 403(b), 457(b), and Section 125 Plans
- SEP & SIMPLE IRAs
- Long-Term Care Insurance
- IRAs (Payroll Deduction)
- Executive Benefits, Key-Person Insurance
- Group Health Insurance
Qualifications & Personal Information
- Licensed to offer Life & Health Insurance
- Licensed to sell Securities Products
- Graduated from Seton Hall University with a Master’s Degree in Finance
- Resides in Bridgewater, NJ
*Auto & Home insurance is offered by unaffiliated insurers.
I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ
Office of Supervisory Jurisdiction: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700