Brady Haupt


    Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Financial Education, Investment Strategies

    Languages: English

    Knowledge is the key to a successful financial future.  I focus on creating long lasting relationships with people to provide clarity to people's life in many different facets. 

    I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your needs
    • Implement your strategy with products and services that help meet your needs

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    I am licensed to sell insurance in: NY, PA, MD

    I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 300 Corporate Pkwy Suite 216N Amherst 14226 (716) 852-1321

    Education

    Susquehanna University (2016-2019)

    Hobbies

    Golf

    See Brady’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Brady

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    MassMutual New York State

    Main Office

    300 Corporate Parkway Suite 216N
    Amherst, NY 14226

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    CRN202008-234829