COVID-19 ADVISORY: In office & remote tax appointments are available at all office locations during office hours.
We are now open 9am to 5pm Monday - Friday. Masks are optional. (See Remote Options Here).
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R&G Brenner

Wealth Management

Whether you’re starting a business, looking to build an investment portfolio, or just getting your finances in order, we can help.

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Our Services

We’ll work with you to create a personalized financial plan that will grow and protect your wealth.

 

With our decades of expertise and full suite of services, you will never need another wealth management service.

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Investment Planning

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Investment Planning

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Tax Reduction Strategies

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Asset Prevention

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Retirement Planning

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Retirement Planning

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Business Planning

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Estate Planning

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Insurance

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Insurance

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Education Planning

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Debt Management

Hear From
Our Customers

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"I've been going to do my taxes with mister Twitty about 5 years now great customer service bright and clean surroundings pleasant conversation and information."

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Susan R.

Bronx, NY

4.8/5
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51 Reviews

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"My taxes were completed efficiently by a very knowledgeable person. I was not surprised by the outcome and I will return next year, if all goes well. Thank you!"

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Jessica B.

Bronx, NY

*Actual customer testimonials. Photos are illustrative only.

Our Team

We choose only experienced professionals who are committed to doing quality work and promoting the success of their clients for our tight-knit team. Meet our expert financial advisors and planners.

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Evan Branfman

Private Wealth Advisor, CRPC®, AAMS®, AWMA®, CMFC®, CFS®

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Ashley Lang

Private Wealth Advisor, CRPC®

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Anthony Ghiglieri

Financial Advisor

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Craig Pitz

Licensed Paraplanner

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Get Started

Schedule an appointment with us and speak with one of our wealth management professionals.