Our mission has not changed for thirty five years: to help our clients achieve financial independence through personalized investment and financial strategies. We can help to prioritize personal and financial goals and provide the education, tools and a tailored plan to reach those goals in the right time frame.
We have decades of experience in the financial services industry and have a team of support backing us. We have built our firm around helping our community's business owners and professionals plan for their future. We understand the unique questions you may have. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
We have decades of experience in the financial services industry and have a team of support backing us. We have built our firm around helping our community's business owners and professionals plan for their future. We understand the unique questions you may have. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Services
Our History
Report
In 1983, after 25 years in the petroleum industry as a tax manager of a major oil company, Dave Brennan founded Brennan Financial Services in Dallas. Dave wanted to build a business that was different from typical financial firms.
Brennan Financial Services would be built on a meaningful personal relationship between the client and the advisor, with ongoing communication about not only financial markets but how financial choices can help people to use their money to have the lives they want.From the beginning, Dave shared his investment expertise, passion for understanding money, and tax-saving strategies with others.
Brennan Financial Services would be built on a meaningful personal relationship between the client and the advisor, with ongoing communication about not only financial markets but how financial choices can help people to use their money to have the lives they want.From the beginning, Dave shared his investment expertise, passion for understanding money, and tax-saving strategies with others.
Darren Brennan
Report
Darren Brennan is the Vice President of Brennan Financial Services and the Managing Principal in the Addison office. Darren brings significant experience to the team at Brennan Financial Services, having been involved with investment management in Dallas since 1995. Darren's deep, historical knowledge helps him address issues in those markets that will impact his clients over their lifetime.
The BFS Community Lift Fund
Report
The BFS Community Lift Fund was established to support families who need help. We realize that we are fortunate to work with clients who have the means to be able to make financial choices to have a successful family. We also realize that our community has a significant number of families that need a hand up.
Retirement
Report
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Investment
Report
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Reviews
Be the first to review Brennan Financial Services.
Write a Review
