Contact Us

Brennan Financial Services
14785 Preston Road, Suite 780
Dallas, TX 75254
Phone: 972-980-PLAN
Fax: 972-980-7859
info@brennanfinancialservices.com

Map and Directions

Our Services

Brennan Financial Services focuses on personal financial strategies, helping clients achieve both short- and long-term goals. We also offer a wide range of complementary services, including mortgages and estate planning services.

In 2007, BFS went over the $1 billion level of client assets. Our professional review of client accounts includes researching investments, analyzing economic and financial environments, domestically and abroad, and meeting with economists and money managers, to provide timely advice. Our personal financial strategies are designed to help meet each client’s goals and time horizons.

Our Commitment to Service

We meet regularly with our clients to review their current portfolios and suggest new ideas as they relate to changing economic times. From global issues to individual concerns, we discuss all of our clients’ financial issues, as we have for more than two decades.

We know that personalized service is essential to building and maintaining relationships with every investor. Each advisor works with a team that is led by a fully licensed and registered Client Service Supervisor, to ensure that BFS clients receive the highest level of service.

Each investment program is structured to suit our clients’ individual circumstances. It’s not unusual for us to work with two or three generations in a single family, to provide clients with estate and legacy planning that will benefit their family for decades.

Investment Solutions

At BFS, you’ll find four advisors with one guiding philosophy: to build family wealth by offering investment solutions tailored to your needs.

We design financial solutions for:

  • Retirement Income
  • Wealth Accumulation
  • Tax Reduction Strategies
  • Direct Rollovers
  • Stretch IRAs
  • Self-Employed Retirement Plans
  • 529 Plans
  • Mortgages and Refinancing
  • Life Insurance
  • Family Legacies

We realize that your family’s financial goals change as you journey through the different stages of life, and we know that each family’s situation is unique. At BFS, you will always be treated as an individual and receive the personalized service you expect and deserve.

Investment Philosophy

Our investment philosophy stresses diversification strategies for the long term. Our firm's retirement planning strategies are designed for growth and income. Additionally, our estate planning methods focus on preserving capital and minimizing taxes. BFS can develop an investment plan that will help meet your family’s needs.

The financial advisors at BFS are fully licensed and registered to provide a wide range of investment opportunities to our clients. Our advisors are supported by a licensed and registered staff that is knowledgeable and experienced in the investment industry. Our professional staff will always provide you with the highest level of service as we help make your financial goals a reality.

Smart retirement planning. It’s what we do.
 
Disclosure:
Investing in securities involves risk including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.