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
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 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 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.
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.
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 (5)
Joe Cloud
Jan 11, 2019
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Darren Brennan has been our financial advisor for over 10 years. He has always gone above and beyond our expectations with his follow up and monthly updates via his client newsletters. He and his team are always available for questions, and they have always made us feel like we are their top priority. He handled our 401k transfers flawlessly and continues to surprise us with the consistent growth we have experienced. I would never hesitate to recommend them to anyone!
Maxine Koppe
Nov 03, 2018
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Christian Nichols
Jun 17, 2018
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Do not call!! Horrible customer service for the FIRST time calling regarding a job. The receptionist person was extremely unprofessional and needs to learn phone etiquette. I’ve never had that experience with any other company. I haven’t even used their services and wouldn’t recommend them. To make things worse, the receptionist insisted on blowing up my phone. You don’t EVER do that when conducting business. Learn how to communicate more effectively when answering phones and greeting people. I will be reporting this company by the way.
Kelley L.
Dec 08, 2017
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The absolute worst customer service I've ever experienced. The lady who answers the phone (Catherine?) was horrible rude and hung up on me. She thought I was someone else and proceeded to accuse me of harassing the company. When I explained that I was not who she thought it was she hung up on me with NO apology. I've never been treated so badly and for no reason! She should make sure she knows who she is talking to before she starts chewing people out for no reason. When I called back to get her name she had the nerve to say I was being rude! Unbelievable.
Michael Leone
Aug 18, 2017
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Out of the blue because there was probably no more money to be made off me, they dropped me as a client ... Not big enough for them? They have managed my annuity for 15 years, I never asked them for anything.
was planning on putting in most of my retirement account with them ... not going to happen now. Hard to get in touch with. Interested in their family wealth not yours . zero stars
was planning on putting in most of my retirement account with them ... not going to happen now. Hard to get in touch with. Interested in their family wealth not yours . zero stars
