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.