Brandon Sheh

I Offer a Wide Range of Financial Solutions:

Retirement Strategies

• Retirement Strategies
• Income Strategies
• Estate Strategies
• Analysis and Selection of Asset
• Individual Retirement Accounts (IRAs)
• College Funding Strategies

Protection and Insurance

• Life Insurance
• Fixed and Variable Annuities
• Disability Income Insurance Protection
• Disability Protection
• Long-Term Care Insurance
• Auto & Home Insurance*

Investments

• Stocks and Bonds
• Mutual Funds/ETFs
• Managed Accounts

Business Solutions

• Ownership Succession Strategies
• Overhead Protection
• Key-Person Insurance
• Buy-Sell Agreement Funding
• Disability Income Insurance

Employee Benefits

• Group Life Insurance
• Dental Insurance Coverage
• Disability Income Insurance
• Qualified Retirement, Pension & Profit Sharing Plans
• 401(k), 403(b), 457(b), and Section 125 Plans
• SEP & SIMPLE IRAs
• Long-Term Care Insurance
• IRAs (Payroll Deduction)
• Executive Benefits, Key-Person Insurance
• Group Health Insurance

Qualifications & Personal Information

• Licensed to offer Life & Health Insurance
• Licensed to sell Securities Products
• Graduated from Seton Hall University with a Master’s Degree in Finance
• Resides in Bridgewater, NJ

*Auto & Home insurance is offered by unaffiliated insurers.

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ 

Office of Supervisory Jurisdiction: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700