About |
Founded in 1983 by Dave Brennan, Brennan Financial Services is a dynamic financial firm led by two generations of the Brennan family. The business marks its 30th anniversary in 2013, a milestone representing three decades guiding individuals and families toward achieving financial goals and independence. Together, Dave Brennan works closely with the next generation of leaders for the firm, his adult children, Michelle Brennan Hall, Darren Brennan, and Debra Brennan Tagg, to incorporate more than 80 years of collective experience and deliver customized financial solutions. Securities are offered through FSC Securities Corporation, member FINRA/SIPC. Brennan Financial Services is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor. Investment advisory services offered through Brennan Wealth Advisors, L.L.C., a registered investment advisor not affiliated with FSC Securities Corporation.
Brennan Financial Services designs personalized plans for all aspects of personal wealth management including retirement income, wealth accumulation, tax reduction strategies, direct rollovers, self-employed retirement, 529 plans, life insurance, and family legacies.