At Brennan Financial Services, we are dedicated to helping our clients achieve financial independence through personalized investment and financial strategies. With over 35 years of experience, our team of experienced professionals has been providing comprehensive wealth management services to business owners and professionals in the Dallas area.
Our Mission
Our mission has remained unchanged since our founding in 1983: to help our clients achieve financial independence by prioritizing their personal and financial goals and providing them with the education, tools, and tailored plans to reach those goals in the right time frame. We take a unique approach to financial planning, focusing on the individual needs of each client rather than pushing products.
Our Services
We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:
- Retirement Planning: We help our clients plan for a secure and comfortable retirement by creating personalized strategies to accumulate the funds they need.
- Investment Management: We create investment strategies tailored to our clients' risk tolerance, time horizon, and goals.
- Estate Planning: We help our clients manage their personal affairs while they're alive and control the distribution of their wealth upon their death.
- Insurance Planning: We help our clients protect their loved ones from the financial consequences of unexpected events.
- Money Management: We provide guidance on managing our clients' finances, including budgeting and cash flow management.
- Lifestyle Planning: We help our clients strike a balance between work and leisure and pursue their passions.
Our Approach
We take a comprehensive approach to wealth management, considering all aspects of our clients' financial lives. We are process-driven, not product-driven, which means we craft individualized strategies for each client rather than pushing particular products. Our team of experienced professionals has decades of experience in the financial services industry and is backed by a team of support staff.
Our History
Brennan Financial Services was founded in 1983 by Dave Brennan, who had previously worked as a tax manager for a major oil company. Dave wanted to build a business that was different from typical financial firms, one that would focus on the individual needs of each client rather than pushing products. Today, we continue to operate under the same guiding principles, dedicated to helping our clients achieve financial independence.
Financial Advisor Services
Several customers have shared their experiences with a financial advisor, Darren Brennan, and his team. They have consistently received excellent service, with timely follow-ups and monthly updates via client newsletters. The team is always available to answer questions and makes customers feel like they are a top priority.
Investments
One customer, Maxine Koppe, has had great service from the company, with Daryn handling their investments for over 20 years. All calls have been handled quickly, which is much appreciated since they now live out of state.
Poor Customer Service
Unfortunately, some customers have had very negative experiences with the company. Christian Nichols had a horrific experience when calling regarding a job opportunity. The receptionist was extremely unprofessional and hung up on him. He felt that the company's customer service was terrible and would not recommend them.
Michael Leone had a similar experience when he was dropped as a client without warning. He felt that the company was more interested in managing their own family wealth rather than his, and he was unable to get in touch with them after being dropped.
Kelley L. had the worst customer service experience of her life with the company. The receptionist, Catherine, was rude and hung up on her without apologizing. When Kelley called back to get Catherine's name, she was accused of being rude. The situation was unacceptable and has left a bad taste in Kelley's mouth.
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