We're a family-owned business, and we care deeply about our customers and our community. Since 1962, when our father, Milt Brandt, opened his doors for business in Healdsburg, Brandt Insurance has built our reputation on providing the best possible coverage and service at the lowest possible price.
We always mind your business. We make sure every aspect of your business is covered for the best possible price. At Brandt, we take our responsibility to you very seriously. Nothing gets past us, no matter how small the detail or how fine the print. And we continue to monitor your insurance needs through growth and changes. No matter what your business - from construction to medical technology, from interior decorating to trucking - we're here for the long haul.
What's your Specialty?
Winery? Restaurant? Contractor? Chances are, it's something we specialize in, too. When it comes to insurance coverage, we know the nooks and crannies of a multitude of industries. We have the expertise to analyze your unique situation and create the insurance plan that keeps your business optimally secure.
It's about personal attention to detail. These days, everyone has enough to worry about without having to worry about their insurance. As a Brandt client, you sleep easy knowing we’ve done all the homework for you – to make sure you always have the exact coverage you need at the lowest possible price. We customize your personal insurance plan to fit your unique situation, providing you with excellent coverage, savings, and service.
Brandt Financial
There are many financial products and services in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. The associates of Brandt Financial pride themselves in providing education, assessment and care to help you make informed decision about the kind investment or product that would suit your individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation for you or your business!
Products and services include:
For the Individual
Individual Retirement Plans (IRAs) - Tradtional, Non-Deductible, and Roth IRA
Individual Investment Accounts
Mutual funds
Annuities
529 qualified tuition plans
Retirement Planning
Estate Planning
Personal Planning
For the business
Group retirement and savings plans
401(k) retirement plans
Simplified Employee Pension Plans
SIMPLE IRAs
Profit Sharing Plans
Qualified & Non- Qualified Retirement Plans
Other retirement savings plans designed specifically for employee groups