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About FARRELL FINANCIAL INC.
Farrell Financial Inc. is a leading financial advisory firm that provides expert financial guidance to clients across the country. With a team of highly skilled advisors, Farrell Financial offers comprehensive wealth management solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers diverse financial products and strategies
- Fosters long-term relationships with clients
- Empowers clients to make informed financial decisions
Facts and Insights
With over 20 years of experience in the financial industry, Farrell Financial has become a trusted name among clients seeking financial stability and growth. The firm is constantly evolving to stay ahead of market trends and provide the most up-to-date strategies to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 15 |
| 2020 | $2 billion | 35 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
Farrell Financial serves a diverse range of clients, including:
- High net-worth individuals
- Families
- Small business owners
- Retirees
- Young professionals
Fees & Compensation
Farrell Financial is a fee-based firm, meaning that the majority of its revenue comes from fees charged for managing client assets. The firm’s advisors also receive commission from the sale of certain products, but this does not influence the recommendations made to clients.
Background
The founder and CEO of Farrell Financial, John Farrell, has over 30 years of experience in the financial industry. He holds a MBA in Finance and has obtained several prestigious certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
Financial Advisor Disclosures to Know
As a registered investment advisor, Farrell Financial is bound by strict fiduciary responsibilities to act in the best interest of their clients. The firm has a clean record with no disciplinary actions or regulatory violations.