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203.633.7991
brandon.pepe@lpl.com
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Milford Office

472 Wheelers Farms Rd,

Suite 305
Milford, CT 06461

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Saving for College 101

Here's a crash course on saving for college.
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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Investing insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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Whatever matters to you, matters to me.

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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