SIE Registered
Securities Industry Essentials

Annise Financial Services, LLC provides personalized, holistic financial planning, investment management, and insurance strategies for individuals, families, professionals, and business owners.

Our Mission
“Guiding every client—individual, family, or business owner—toward financial clarity and long-term security, through personalized, values-driven planning.”
Annise Financial Services, LLC was founded on the belief that financial planning should feel personal, not transactional. Every recommendation starts with your goals, your family, and your timeline—not a one-size-fits-all model. Whether you're just starting to build wealth or planning your legacy, the approach stays the same: clear guidance, real relationships, and a plan built to last.
Securities Industry Essentials
Licensed Investment Products
Insurance Licensed
Personalized to Your Life
Featured Services
A closer look at three of our most-requested services—the full list is just below.
A full picture of where you stand today and a clear roadmap toward your goals — income, savings, debt, and everything in between.
Portfolios built around your risk tolerance, timeline, and goals — with ongoing guidance as life and markets change.
Strategies to help you retire on your terms — income planning, timing, and preparing for the unexpected.
Why Choose Annise Financial Services
Recommendations explained in plain language, with your goals at the center of every conversation.
SIE, Series 6, Series 63, and life & health insurance licensing under one advisor.
Your whole financial picture considered together — not planning in silos.
Plans evolve as your life does. We're here well past the first meeting.
A free introductory consultation is the easiest way to see if we're the right fit.
Schedule a Consultation
Meet Your Financial Professional
Founder & CEO, Financial Advisor
With more than a decade of experience in the financial services industry, Brittany Sanders has built a career helping individuals, families, and business owners navigate important financial decisions through personalized planning and guidance. Brittany began her career in 2013 in Property & Casualty insurance before transitioning into financial services in 2018, with a focus on income protection and family legacy planning. Through her work with individuals and families, she recognized a broader need for trusted financial guidance—helping people plan ahead, prepare for retirement, and make informed financial decisions with greater confidence. This inspired Brittany to expand her expertise to help clients reduce financial stress, build wealth, and create greater freedom and flexibility in their lives.
Today, Brittany's experience spans multiple areas of financial planning, including income protection, risk management, retirement planning, wealth accumulation, tax-efficient planning, business succession, and legacy planning. She currently holds FINRA Series 6 and 63 registrations, along with Life and Health Insurance licenses across multiple jurisdictions. As a Financial Advisor and founder of Annise Financial Services, LLC, she takes a comprehensive, holistic approach—helping clients understand how the different areas of their financial lives work together rather than addressing each financial decision in isolation.
Education is an important part of Brittany's approach to financial planning. She believes the planning process should be collaborative, with clients understanding not only what strategies they are implementing, but why. Her goal is to simplify complex financial concepts, identify potential gaps and opportunities, and help clients make informed decisions that support both their immediate priorities and long-term financial well-being.
Throughout her career, Brittany has been recognized for both professional achievement and leadership, including the Career Success Award, Centurion recognition, the “Lift as You Climb” Award, and four consecutive Executive Council Premier distinctions. She is also actively involved with community youth organizations, providing interactive education focused on financial literacy, mental health, personal development, and college and career readiness.
Outside of work, Brittany is a proud mother of two sons—one passionate about music and the performing arts, and the other about football and creative building projects. She enjoys cooking, family game nights, traveling, hiking, community fitness, and spending quality time with family and friends.
Mission & Core Values
Honest guidance, even when it's not the easy answer.
You should understand your plan, not just sign off on it.
Financial guidance designed around what matters most to you.
Plans are revisited and adjusted as your life changes.
Straightforward guidance and clear, open communication, every step of the way.
Proud to support and give back to the community.
Services
Every service below can stand alone or work together as part of one coordinated plan.
A complete plan connecting income, savings, debt, and long-term goals into one clear roadmap.
Ongoing portfolio guidance aligned to your goals, timeline, and comfort with risk.
Income strategies and timing decisions built to support the retirement you want.
Life and health coverage designed to protect your family's income and future plans.
Coordinated planning aimed at keeping more of what you earn and save.
Planning that protects your family and carries your wishes forward.
Guidance for business owners on protection, succession, and long-term growth.
Benefits guidance and planning support for businesses and their teams.
Who We Serve
Resources
A financial advisor helps you organize your income, savings, investments, insurance, and long-term goals into one coordinated plan — and adjusts that plan as your life changes.
No. Clients work with us at every stage — from getting started to preparing for retirement or a business transition.
Financial planning looks at your whole picture — income, goals, insurance, taxes, and more. Investment management focuses specifically on growing and managing your portfolio.
Meeting cadence depends on your plan and goals, with regular check-ins to keep your strategy current.
Yes. Client information is held in strict confidence in accordance with applicable regulations and firm policy.
Contact
Call to schedule a free consultation, or send a message and we'll follow up.
We'll get back to you within one business day.
Prefer to talk first? Call (908) 758-8996 to grab a free consultation.