Our Services

Brennan Investment Services offers clients a wide array of investment options and financial planning strategies. As Investment Adviser Representative's with Voya Financial Advisors 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: *

  • Retirement Planning**
  • College Education Funding
  • Insurance Planning**
  • Debt Reduction Strategies
  • Tax Reduction Strategies

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.

 

 


Investment Solutions:**

  • 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**
  • Fixed Indexed Annuities*
  • 529 Plans
  • Treasury Bills
  • Manages Futures
Investment Solutions and Financial Planning

 


401k Rollover

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.

 

 


Mortgage Services

Mortgage Services:

Mortgage services offered through Success Mortgage Partners, Inc. NMLS # 138867 Kevin Brennan NMLS # 887926

  • Conventional Loan
  • FHA Loan
  • VA Loan
  • Rural Development
  • Home Equity Conversion Mortgage

 


Insurance Services: *

 

  • Life Insurance
  • Disability Insurance
  • Auto Insurance
  • Homeowners Insurance
  • Umbrella Insurance
  • Long Term Care Insurance
Life Insurance

 


Investment Management

Investment Management:

 


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.

** Securities and Investment advisory services offered through Voya Financial Advisors, Inc, Member SIPC 

 

Star Mortgage of America, Inc. and Brennan Investment Services is not a subsidiary of nor controlled by Voya Financial Advisors.