Brodie Haer
Partner
Mobile: (330) 704-5855
Fax: (330) 664-1880
E-mail: Broderick.Haer@Equitable.com
Brodie is a founding partner of Wealth Guard Financial and has been with AXA Advisors, which became Equitable Advisors in January of 2020, since 2006. Brodie holds his series 7 and series 66 licenses as well as the life, health and variable insurance license. Brodie is a graduate of The University of Akron with a BA in Finance.
Brodie's goal is to simplify the complexities of retirement planning and develop lifelong relationships with his clients. He commonly works with small business owners, executive professionals, young entrepreneurs, and affluent retirees. He also enjoys collaborating with accountants, consultants, and attorneys quarterbacking a financial team surrounding the client.
Brodie resides in his country home in Canal Fulton with his wife, Breonna, two sons Taydon and Trey, and two doodles, Cash and Maximus.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Wealth Guard Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.