About Us
Relationships
With her team, other Associates and Advisors, and the resources of the Avantax Investment ServicesSM back office, she is continuing to change lives and inspire her clients to take steps toward a position of Financial Health, gaining financial freedom, and ultimately a comfortable retirement plan.
Personalized Guidance
On Your Financial Journey
Brand Financial Services was founded on the belief that every individual deserves personalized guidance on their financial journey. We understand that navigating the financial landscape can be complex and daunting. That's why we are committed to offering a unique blend of personal touch and professional expertise, ensuring that our clients feel understood and supported at every stage of their financial development. Our mission is to serve as a reliable resource for those referred to us, providing clarity and confidence in financial decision-making.
Christine S. Brand
Founder & Investment Advisor Representative
Cassie Brand
Tax Preparer/Support
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement.
It talks about health care costs, income stability, and the burden of debt.
It is designed to help you know the recipe for success in retirement.