Brady M. Haupt

Financial Advisor working with my team at Ahrens Financial Group

Role
Financial Services Professional at Vision Financial Group
Location
Buffalo, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brady M. Haupt

My team and I specialize in working closely with clients all over the country with their…

Experience

  1. Financial Services Professional

    Vision Financial Group

    Jun 2018 — Present · Buffalo, NY, US

    I provide a broad portfolio of individual life insurance, income protection, long-term care insurance, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Skills

  • Social Media
  • Microsoft Office
  • Data Analysis
  • Active Listening
  • Leadership
  • Strategic Planning
  • Leading Meetings

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Brady M. Haupt — Financial Services Professional at Vision Financial Group in Buffalo, NY, US | Unifers