Our Services

Brennan Investment Services in partnership with ING Financial Partners offers clients a wide array of investment options and financial planning strategies. As Investment Adviser Represenative's with ING Financial Partners we have the ability to offer our clients an independent perspective. We provide clients unbiased research with the products and services that are tailored to help meet their specific needs. Brennan Investment Services strives to provide All clients with a high level of service and expertise to help each client reach their financial goals. Our team of Investment Adviser Representatives bring over 25 years of industry experience.

 

We serve individuals and businesses in all areas of financial management, including:

*Customized Financial Planning:

Each clients situation is unique and that is why you need an adviser that will tailor a plan to your specific goals and current financial situation. A plan that takes into consideration planning for your kids college, retirement, protection needs, estate planning, future savings and many other areas pertinent to your particular needs. Call us to setup a complimentary consultation and begin the process of creating a tailored plan to reach your goals.

Estate Planning Basics

Advanced Estate Planning

Special Needs Planning

 

Products:

  • Stocks
  • Bonds
  • Exchange Traded Funds
  • Open End Funds
  • Closed End Funds
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Business Development companies

 

  • Money Markets
  • Limited Partnerships
  • *Fixed and Variable Annuities
  • Equity Indexed Annuities
  • 529 Plans
  • Treasury Bills
  • Manages Futures

 

Retirement Accounts:

  • Low cost 401(k) options
  • Roth IRA
  • Traditional IRA
  • SEP IRA
  • Simple IRA
  • Defined Contribution Plan
  • Money-Purchase Pension Plan
  • Profit Sharing Plans
  • 403(b) Plans
  • Executive Benefits

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Retirement Income Planning Presentation

 

 

*Protection:

  • Group and Individual Life Insurance
  • Group and Individual Disability Insurance
  • Group and Individual Health Insurance
  • Long Term Care Insurance
  • Advanced Insurance Strategies

Planning For Long Term Care

 

Insurance Products:

  • *Term Life
  • Variable Life
  • *Universal Life
  • *Whole Life
  • *Disability
  • *Long Term Care
  • *Health
  • *Fixed and Variable Annuities
  • *Workers Compensation
  • *Automobile Insurance
  • *Homeowners Insurance
  • *General Liability
  • *Professional Liability

 

 

Investment Management:

 

  • Fee based asset management
  • Asset allocation
  • Optional Third Party Money Managers

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals. 
 

* Indicates services offered through Brennan Investment Services.