Aidan Cloherty is a Series 65-licensed financial advisor at Farrell Financial with one year of experience. His work history includes roles in education and hospitality sectors, such as positions at the University of Vermont and Buffalo Boat Tours. Farrell Financial provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation strategy grounded in fundamental analysis and manages portfolios on a discretionary basis for both high-net-worth and non-high-net-worth clients.

Neil Farrell is a financial advisor at Farrell Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arbor Point Advisors and Securities America Inc. from 2014 to 2022. Farrell Financial offers fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis, managing portfolios on a discretionary basis and serving both non-high-net-worth and high-net-worth clients.

Neil Farrell is a Series 65-licensed financial advisor with Farrell Financial, bringing three years of industry experience. His background includes roles at The University of Tennessee at Chattanooga, the United States Air Force Academy, and Virginia Commonwealth University. Farrell Financial provides fee-based investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and businesses, managing portfolios on a discretionary basis with a tactical allocation strategy that incorporates fundamental analysis and both long- and short-term trades.