Reviews of Velocity Wealth Management, LLC (Financial Consultant)

Michael Vulfovich

Brandon and his team do a fantastic job of helping set up and continue to manage a strong financial plan. Rather than just managing money he has done a fantastic job of presenting all possible options and educating me about them so I can make informed decisions. He continues to be an invaluable sounding board and resource for financial questions, help with wills/estate planning as well as health/life insurance information and questions. We have worked with Brandon for over 5 years and could not be happier with our choice. I only wish he would just admit that the Patriots are far superior to the Chiefs.

Shelby Hippler

Brandon is amazing. He provides adequate education regarding the importance of ensuring your finances are in order as well as planning for the future. He listens to his clients and together a plan is made. Have enjoyed the 5 years we have been working with the company and look forward to many more years! Thank you!

Nick Box

Very knowledgeable, professional people with great customer service!!

Morgan Tichy

Years ago in college, on a whim I attended a small presentation put together by Brandon only because I was a starving college student and he was providing free dinner to all attendees. This turned out to be the greatest decision ever! Brandon spent almost an infinite amount of time teaching me all about financial planning and the ins and outs of money management in our first 3 to 4 meetings. I had just graduated college with a terrifying mountain of student loan debt and was coming from parents who had zero money management skills of their own so I had no idea what I was doing. After our first few meetings, I felt like an educated, retirement saving pro. The greatest part is that Brandon does not allow you to actually start investing with him until you have your bases covered: a certain amount of money saved in the bank, insurance policies and wills/medical POAs to protect your assets, etc. This meant he was even spending all of that time teaching me without yet making any money off of me! Which is completely the opposite of what a lot of financial advisors seem to do, many are downright pushy about investing right off the bat even if you aren't comfortable with it or financially stable first. Now, I'm 4 years out of college and while the mountain of student debt is unfortunately not going away unless I win the lottery at least twice, I feel confident, stable and protected with my retirement savings because of Brandon. I even put a clause in my will that if I die, my parents only get my life insurance money if they agree to meet with Brandon too (I'm not kidding when I say they have no money management skills). Brandon doesn't just make sure you have the right money saved in the right places, he makes sure you understand WHY.

Aaron Landrith

My wife and I have been with Brandon for 8 years now and we have nothing but praise for the Velocity team. One of the things that we really appreciate is his accessibility; in that he is easily reachable should a problem or major life event arise. He and his team utilize a comprehensive approach to asset accumulation, management, and protection. He expertly navigates clients throughout each step of his complex methodology, all while thoroughly explaining the rationale behind each financial decision in terms that are easily understood. As he explains, one of the benefits of his unique system is that his strategies can be adapted to any income level or tax bracket. We really couldn’t be happier and look forward to many more years of exemplary financial guidance.

Frankie Banhart

Nothing but the best from Brandon and the team at Velocity. We were in a cash flow crunch, but Brandon sat down with us and helped us put a plan together to cover our bills and start saving again. A financial adviser is good for everyone, even if you are just starting on the road to financial independence.

Beth Fields

Brandon and his team are amazing! We have worked with him for roughly 8 years now, and he has never disappointed us. I love that he takes the time to educate you and talk through your finances with you. Brandon truly cares about his clients beyond their financial needs, and that is what sets him apart from others.

Katie Henn

I met with Brandon years ago right before I graduated college, struggling with debt and unsure how to manage my finances. We met multiple times in those first months, and he taught me the importance of money management, insurance, and investments. Brandon is very knowledgeable, and I'm thankful for his guidance these last few years, and would highly recommend him as a financial advisor.

Diane Dark

Brandon has done a phenomenal job educating me about all the options available for setting up and managing my accumulated wealth and on going retirement plan. He went above and beyond in his efforts. He spent many hours over many months, making suggestions and ultimately helping me make investment decisions/choices, ensuring in the end, that I had an overall investment plan that gave me GREAT peace of mind - not an easy task. :-) He and his team communicate with me regularly to update me on any changes in my investments, tell me about new options I might want to consider and/or just simply to make sure I continue to be comfortable with how I am feeling with what's going on with my accounts. Brandon is always accessible whenever the need arises and encourages me to contact him if ever I have any questions or concerns. I highly recommend Brandon and the Velocity Wealth Management team!!

Daniel Lamb

Brandon and his team have been a pleasure to work with. They have skillfully guided me from being a new grad only worried about student loans to full financial life planning. I couldn’t recommend their services more