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Business Profile

Financial Planning Consultants

Brandt Wealth Advisors
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(978) 358-8153Email BusinessWrite a Review

About

Important information

Overview

Brandt Wealth Advisors

7 Prince Pl Ste 202

Newburyport, MA 01950-2655

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Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Brandt Wealth Advisors is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Brandt Wealth Advisors provides financial planning services, including retirement planning, estate planning, risk management, college planning, and tax strategies. The company assists clients by aligning financial goals with personal values and updating financial plans as life changes. They offer tools like the Wealth View dashboard for organizing finances in one secure place, helping clients stay informed about their assets and net worth. The business provides services to commercial customers.

BBB Accredited Since: 1/11/1995

Years in Business: 37

Products and Services

College Planning, Estate Planning, Extended Care Planning, Financial Guidance, Retirement Planning, Tax Strategies, Wealth View

Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
1/11/1995
Business Started:
6/15/1989
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Robert Brandt, President
Mr. Dan Parker, Financial Advisor
Number of Employees:
8

Additional Contact Information

Principal Contacts
Mr. Robert Brandt, President
Mr. Dan Parker, Financial Advisor
Customer Contacts
Mr. Robert Brandt, President
Fax numbers
Primary Fax: (978) 278-1531
Additional Email Addresses
Primary: Email this Business
Additional Websites
yelp.com/biz/brandt-wealt...
brandtwealth.com
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Payment methods
  • Check
Other Resources
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
https://www.sec.state.ma.us/divisions/securities/securities.htm
[email protected]
Business Categories
Financial Planning Consultants, Insurance Services Office, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, Educational Consultant, College Savings Plans, Wealth Management

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