Brandon Blumenstein, AAMS®
Office Location: 1277 St. Clair Ave, 55105
Senior Assistant: Marsha Arndt
My wife, Raquel, and I are originally from Wisconsin and have lived in the Hidden Valley neighborhood since early 2010. I started with Edward Jones in early 2008 and received my AAMS® professional designation in 2009. Here at Edward Jones, I have built my practice through personal relationships with my clients and their families and by treating them they way I would like my family to be treated. I specialize in helping individual investors and small businesses. My office can help you establish a relatively regular flow of income, work toward reducing your income taxes, save for a child’s college education, or prepare for retirement. I can ensure you will have a comprehensive financial plan which will include social security benefits, tax-advantaged strategies, and estate/inheritance planning.
We are a local source for a variety of products including:
– Certificates of deposit and tax-advantaged investments
– Stocks, bonds, and mutual funds
– Annuities, life insurance, and long-term care insurance
– IRA’s, 529 education plans, and small business employer plans (SEP, SIMPLE, 401(k))
If you are currently investing, I can conduct a no-obligation review of your portfolio. If you are just getting started, I can answer any questions you my have or help you determine appropriate strategies for your needs and goals. I would be happy to help any neighbors that may appreciate financial planning.