Farrell Financial, Inc. is a full service independent investment advisory firm. We market an array of independent financial planning services and work with individuals, families and small businesses.

Our comprehensive financial planning services are entitled "The Wealth Manager™" and "The Wealth Manager Plus™".   The Wealth Manager™ is designed to help with what you need to do to build your net worth through a systematized planning approach which includes traditional and non-traditional planning techniques. The Wealth Manager Plus™ focuses on the issues people face who already have a net worth over 5 million.

Through both services, we will work with you to assess your current circumstances, determine your goals and devise a plan of action to help you achieve them. Unlike some other financial plans your Wealth Manager or Wealth Manager Plus™ will provide a comprehensive roadmap for your financial future.

If you have ever asked yourself any of these questions, comprehensive financial planning coaching may be of benefit to you:

Where does all my money go? I seem to earn a substantial amount of money, but I never have any left over at the end of the month.

How come after all these years working, I don't have anything to show for it?

How am I going to send my kids to college?

Will I ever be financially independent and debt free?

   

*Securities and additional advisory services offered through Associated Securities Corp. (ASC), member FINRA/SIPC,
Registered Investment Advisor, Farrell Financial, Inc. is a Registered Investment Advisory is not affiliated with ASC.