Brandon Strong, ChFC®

As your financial professional, I work with you. I work for you.

As an experienced financial professional, I know that financial planning is so much more than just preparing a plan for you. It is personal. I take the time to get to know my clients and their families. I pride myself on the lasting relationships that are established.

I believe in a complete approach to creating personalized financial strategies. Together, we will identify your key financial goals and concerns. By understanding what is important to you, we will work together to design a comprehensive and customized financial strategy.  My years of training and experience in financial services help me to assess the services and products that are right for you based off of your individual information. Your financial security starts with having a plan. Let me help get you there.

My Process with my clients

  •  Identify and prioritize family and/or business goals
  •  Gather fact and emotional data
  •  Organize your data
  •  Build your personalized Financial and/or Business Plan
  •  Strategy session to go over your strategy
  •  Create an Implementation strategy
  •  Ongoing Service, review and monitoring of strategy
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Email: BStrong@StoneBridgewealth.net

Cell Phone: 614-458-8155

Office Phone: 614-427-1408

Fax: 614-427-1402