SaaS Wealth Insurance

SaaS Wealth Insurance is an amazing financial planning company. The ability to uniquely understand what I want now and what's best for me 50 years down the road is unreal.Being able to handle both my personal finances and insurance while being able to give amazing advice for when I open up my own company is not something I've been able to find anywhere else.One of the best decisions I made was to sit down with Brandon as soon as I got my first job out of university, it's been smooth sailing since! (well except March 2020 but Brandon's rapid advice allowed me to come out on top of that too!)

Trust is the biggest thing for me when it comes to personal finance and I'm glad I've been able to count on Brandon the past couple of years. Between building my foundational strategy as I started my career and recent adjustments as my priorities change, Brandon always met me right where I'm at and worked with me on a personal strategy that's truly tailored to my needs. It puts my mind at ease knowing that I can continue to count on Brandon for years to come.If you're interested in getting some help navigating financial systems, sorting out intricacies of financial instruments, or just need some independent advice, give Brandon a call. You won't regret it.

Working with Brandon has helped us manage our investments, plan for retirement and save money for our financial goals. Brandon has suggested strategies that have helped us immensely and we have definitely seen our money grow, even during these uncertain times. Financial advisors work in many ways, from in-person advisors to virtual and Brandon has always offered us the option that works best for us, which in our busy lives is always virtual. Brandon is professional, educated and keeps up to date on everything from investments, to taxes, to different incentives available, if you would like a Financial Advisor who genuinely cares about you, your family and your wealth, Brandon can certainly help you figure out what to do with your money and can also assist you in saving money on taxes. Thank you Brandon for all you have done for us and we look forward to a meaningful long lasting relationship with you!!

We have been working with Brandon for a few years and couldn’t be happier. He gave us a lot of education at the beginning to help us understand more about financial planning and investing. He is patient with us when we have questions and puts us in touch with people or resources that we request. Brandon always remembers many details about our lives, and it always feels like we’re talking with a knowledgeable friend. Our portfolios have also performed very well with Brandon, and he has helped us identify funds that identify with our values so that we feel good about where our investments are going. Olivia is also part of the team, and she always keeps us informed of events and makes sure communications are running smoothly. We highly recommend Brandon to our friends and will continue working with him!

SaaS Wealth provides a very modern approach to financial planning and wealth management. The onboarding process is beautifully clear, simple and logical. They have a SaaS platform to track and provide holistic view of your finances. Brandon is truly an advisor, he is someone you would go to before making big life decisions who can provide clear point of view on the financial and liability considerations of those actions.I've referred a number of people to SaaS and they are still clients.

I've known and been working with Brandon for about two years, and in addition to being very diligent and focused financial advisor he is a great guy to work with.Brandon always ensures we understand his recommendations and strategies, and focuses on our short term needs and long term goals.I would recommend Brandon to anyone looking for financial advice, guidance, and planning!

I've been working Brandon for over 3 years and is a knowledgeable advisor who has your best interest at heart. He will give you his recommendation and you are in control of deciding what's best - however I find myself often going with Brandon's recommendation. I work in the finance and accounting industry and I would highly recommend anyone who is looking for a financial advisor.Brandon is someone you can talk to about your portfolio but also have a beer with (if you want!).

I've enjoyed working with Brandon and his team for the past several years and have no hesitations recommending him as a trusthworthy and reliable financial advisor.I appreciate that Brandon has excellent knowledge across all areas of financial planning, carries out his work with great professionalism, always acts as a fiduciary to provide unbiased professional advice, and has developed a strong network of professional contacs to provide a holistic service.We have worked together to develop and maintain a holistic financial plan tailored to my situation and outlook, and I look forward to the years ahead working with Brandon.

Brandon is a great financial advisor who takes his clients personal needs into account. I have had the privilege to work with some mutual clients together, and would advise anyone seeking sound, long term, and sustainable financial growth to get in touch with his team at SAAS.

Brandon is a knowledgeable and personable financial advisor who makes complicated financial topics easy for you. He takes care of his clients and I would recommend him and SaaS to anyone, whether new or experienced in the world of finance.