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Our Qualifications & Services

BRENDON PIERSON, INC., has been working with individuals and businesses for over 30 years. We are committed to being life-long partners in your quest to reach your financial goals.

Each of our staff members has extensive personal and professional experience and hold various professional designations. Brendon Pierson is licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap toward a more secure financial future.

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services.

BRENDON PIERSON, INC., services include:

  • Investment management*
  • Educational planning
  • Retirement strategies*
  • Estate conservation
  • Tax planning
  • Insurance and annuity products+
  • Financial statement preparation
  • Business Exit Strategies
  • Payroll, Timekeeping & Human Resource Management

*These services are offered by Brendon Pierson and Jeffrey Kotch through their affiliation with H.D. Vest Investment ServicesSM and by Brendon Pierson and Jeffrey Kotch through their affiliation with H.D. Vest Advisory ServicesSM.

+These services are offered by Brendon Pierson through affiliation with H.D. Vest Investment ServicesSM.