Steven Brannan

About Steven Brannan

My primary focus is working with business owners and employees, especially in blue collar trades – Transportation, Manufacturing, Construction, HVAC and the like. I have spent years in close relationship with these groups of people understanding what they need from a financial perspective, and how to cut through the noise and stuffy shirts to help them organize and prioritize their financial picture and goals. Especially when it comes to goals that are important to them, such as-Retirement -401k plans for their employees -Asset Protection -Estate Strategies If any of these things resonate with you, we need to talk. I was raised surround by salt of the earth, hard-working, men and women. It is in large part because of my background that I enjoy working with individuals and companies in the trades. Too often financial professionals have a hard time connecting and relating to these fields, but this is where I feel most at home. I enjoy taking the time to meet employees one on one to understand their situation and answer their questions. I am passionate about helping business owners help their employees while providing the highest level of service. Through the years I have found there are a lot of questions that companies in the trades face, especially when it comes to: questions like-How do I determine and establish the right retirement plan for my employees-How do we provide ongoing employee education-Does my current portfolio have the right investments-How do I promote workplace financial health-What are my options for my old 401k-How do I work towards retirement while also trying to save for other goals? To help you answer some of these questions, I always keep what is in your best interest as my top priority. I first listen to understand what\'s important to you. Using an established process, we will work together to build a strategies specifically for you. Finally, I will partner with you, and we will meet on your terms throughout your lifetime to help you stay on track to meet your For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jan 2012 — Present · Greensboro/Winston-Salem, NC, US

Skills

• Exchange-Traded Fnds
• Insurance
• Education Savings
• Systematic Investing
• Equity Investments
• Fixed-Income Investments
• Financial Calculators
• Retirement Plan Consolidation
• Estate and Trust Services
• Saving, Spending and Borrowing Solutions
• Individual Retirement Accounts
• Retirement Plan Rollover and Consolidations
• Annuities
• Business Retirement Plans
• Portfolio and Retirement Plan Reviews
• Mutual Funds