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Contact Us
Brennan Financial Services
14785 Preston Road, Suite 780
Dallas, TX 75254
Phone: 972-980-PLAN
Fax: 972-980-7859
info@brennanfinancialservices.com
Our Firm
Brennan Financial Services and the Brennan Family
Founded in 1983 by David M. Brennan, Brennan Financial Services (BFS) is a dynamic financial company led by two generations of the Brennan family.
Together, the Brennan family – Dave Brennan, Michelle Brennan Hall, Darren Brennan and Debra Brennan Tagg – brings over 80 years of collective financial expertise to BFS.
Our Mission
At BFS, our mission is to help our clients achieve financial independence through personalized investment, estate, tax and mortgage planning strategies. The goal of BFS is to establish balanced portfolios that can provide both long-term growth opportunities and monthly income-generating investments to clients who are retired or approaching retirement.
Our Philosophy
BFS was founded on Dave Brennan’s belief that everyone in America can be successful and financially independent. His desire to share his knowledge of investments and tax-saving strategies with individual investors is fundamental to the firm’s philosophy.
Education continues to be the cornerstone of our client service. To make investments and retirement planning less intimidating for our investors, we take a simplified approach to explaining the strategies we design to meet their goals. Clients are requested to take written notes during all office meetings. This education process helps our clients understand the benefits of the programs we recommend and make informed decisions, which enhances the potential success of their financial goals.