Brendon Pierson Inc

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Brendon Pierson Inc BRENDON PIERSON, INC., is a CPA, CFP, and Workforce Management Firm. Investment advisory services offered through Avantax Advisory Servicesâ„ .

Securities offered through Avantax Investment Servicesâ„ , Member FINRA, SIPC (finra.org, sipc.org). Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/socia_policy/for more information.

10/16/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
10/14/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Learn the language of life insurance.
10/12/2026

Learn the language of life insurance.

Are you ready for school—again?
10/09/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether y...
10/07/2026

Wealth tends to raise the stakes on every spending decision — not just the big ones. The question isn’t always whether you can afford something, but whether it reflects what you actually value.

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

Children with special needs may need ongoing help after their parents are gone.
10/05/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/02/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How familiar are you with the Federal Reserve? Here is a quick history.
09/30/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
09/28/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

With increasing wealth comes unique financial challenges.
09/25/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Address

3311 Route 33
Neptune, NJ
07753

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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