( (248) 594-7040

InvestWise Financial, LLC

CONNECT

Address:

3883 Telegraph Road, Suite 204
Bloomfield Hills, MI 48302

Phone:

Main Line 248-594-7040

Brandon Moore

Brandon Moore

Investment Advisor Representative

Brandon has a passion for helping individuals and families achieve their financial planning goals, including income strategies, investments, social security, and taxes. Upon graduating Grand Valley State University's Seidman School of Business, Brandon joined the InvestWise Financial team and began organizing and simplifying his client's financial situations.

Knowing how intimidating financial planning can be, Brandon strives to guide his clients every step of the way, providing education on strategies and making the process as enjoyable as possible. His tremendous knowledge on Traditional/Roth IRA's as well as employer-sponsored plans such as 401(k), 403(b), 457, he assists his clients in saving and distributing between their accounts in a tax efficient manner.

As a frequent speaker at retirement education workshops, Brandon strives to educate the community on financial concepts in an easy-to-understand way.

Brandon holds his FINRA Series 7 and Series 66 licenses along with his Life & Health insurance licenses.

In his free time, Brandon enjoys waterskiing, mountain biking, snowboarding and spending time with friends and family.

“It's not about timing the market; it's about time in the market.”

Phone 248-594-7581
Fax 248-723-4407
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck