A Disciplined and Common Sense Approach to Financial Management

A Disciplined and Common Sense Approach to Financial Management

Farrell Financial LLC believes in approaching each client with a dedicated, thoughtful investment solution customized to meet the client’s financial goals.

Neil Farrell believes in approaching each client with a dedicated, thoughtful investment solution customized to meet the client’s financial goals.

In our experience, having help in taking an unemotional, rational, disciplined investment approach based on sound investing principles is the key to building long-term wealth.

You can check the background of investment professional Neil Farrell on FINRA’s broker check here.

OUR MISSION

Our mission is to create and maintain wealth for our clients through the use of independent and unbiased recommendations, always putting the needs of the client first.

SERVICE YOU DESERVE

Professional management, world-class technology, and transparency, at a reasonable price

Products include:

  • Stocks & Fixed Income (Bonds)
  • Exchange-Traded Funds
  • CD's & CD Alternatives
  • Mutual Funds
  • Fixed & Variable Annuities

Services include:

  • Retirement planning
  • Socially-Conscious Investing
  • Tax-Advantage Investing
  • College Savings Planning
  • And more

Products include:

  • Stocks
  • Exchange-Traded Funds
  • CD's & CD Alternatives
  • Mutual Funds

Services include:

  • Retirement planning
  • Socially-Conscious Investing
  • Tax-Advantage Investing
  • And more

"To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework."

- Warren Buffet, Chairman Berkshire Hathaway

WHY WORK WITH US

Everything we do is structured about what you care about, both emotionally and financially.

WHY WORK WITH US

Everything we do is structured about what you care about, both emotionally and financially.

1. Organization & Clarity

We take the time to help you get organized and get a clear picture of your situation.

2. Goal-Oriented Analysis

Our reports will show you how you are advancing towards your goals.

3. Improved Results

We provide recommendations that will tell you how to improve your results.

4. Regular Reports

Our regular reports will help track your progress so that you know where you are and where you'll likely end up.

It’s not just the money – it’s helping you do what you want, when you want, with whom you want, without worry.