An Independent Advisor Focused on Solutions, Not Products
Brannigan has built his successful career as a trusted financial advisor by providing his high-net-worth clients with comprehensive financial planning in order to provide clarity and answers for their retirement planning, estate planning, and asset management needs. With over 14 years of experience, he has focused on advising clients across the fields of medicine, academics, research, as well as the private sector. His proven ability to develop a financial plan that gets his clients to and through retirement has helped to set him apart from others in the industry.
His business is built on trust, transparency, and strong relationships that allow him to work with his clients to define their financial objectives. As an independent advisor, Brannigan’s number one purpose is to provide a financial plan that meets his client’s short-term and long-term goals. He is not bound by a large corporation’s sales objectives or prioritizing certain products. He prioritizes client education and seeks to ensure that his client’s experience is unique from the status quo. By implementing today’s leading financial planning and investment technology, he is able to simplify his client’s complex personal, retirement, and legacy goals. As a result, he is able to maintain a successful plan through life’s different stages.
To learn more about Brannigan and his business practices, please contact him at firstname.lastname@example.org or call him directly at 585-662-3123.
After graduating from St. John Fisher College, Brannigan started his financial services career in Boca Raton, FL. His career lead him to NYC for a decade working at a number of global financial services companies including Citibank, HSBC, and TIAA. During this time he earned his Master’s in Finance from the Simon School of Business at the University of Rochester. Brannigan broadened his knowledge and expertise working with some of the top advisory teams in America serving business owners, executives, academics, and individuals in arts, entertainment, and medicine. He brings an academic approach to financial planning with extensive experience in investment management and estate planning.
Brannigan is a native of Central NY and resides in Pittsford, NY with his wife, son, and two dogs.
John Harmatuk is a CERTIFIED FINANCIAL PLANNER™ and a Fiduciary to his clients and prospective clients. With a fiduciary duty at all times, John takes the responsibility of acting in your best interest with the utmost concern. As a trusted advisor, it is John's top priority to employ comprehensive financial planning techniques to help you make informed decisions regarding wealth accumulation, investment management, retirement planning, tax optimization, estate planning, and more. With a relentless focus on your financial well-being, John aims to empower you with the tools and knowledge necessary to build a secure financial future.
As a CERTIFIED FINANCIAL PLANNER™, John operates with transparency and objectivity, placing your best interests at the forefront of every recommendation made. By not accepting any investment related compensation tied to commissions or product sales, you can be confident that the advice you receive is solely based on your unique needs and financial objectives. This approach ensures an unwavering commitment to providing you with the most suitable strategies and solutions tailored to your specific circumstances.
John truly believes in the importance of personalized financial planning. By taking into account your unique circumstances, financial goals, risk tolerance, and values, John designs customized strategies that align with your aspirations. Through open and honest communication, John strives to build strong, long-lasting relationships with clients, ultimately providing them with peace of mind and financial clarity.
Whether you are just starting your financial journey or seeking to optimize your current financial standing, John is here to guide you every step of the way. By entrusting your financial planning needs to you gain a trusted partner dedicated to your financial success.
Reach out today to schedule a no-obligation consultation and unlock the path toward achieving your financial dreams. Contact him at email@example.com or call him directly at 315-877-0554.