A complete list of active advisors currently associated with Farrell Financial, Inc.

Warmer can help you find a great advisor at Farrell Financial, Inc. or one who fits your needs even better.

Farrell Financial, Inc. works with individuals and business clients to provide comprehensive and targeted financial planning, ongoing portfolio management, and both qualified and non‑qualified retirement plan consulting. The firm also offers insurance recommendations and occasionally serves as an expert witness on matters involving financial planning, investments, and qualified plans. For each client Farrell Financial prepares a written investment policy statement or suitability analysis and implements discretionary portfolio management with periodic monitoring and rebalancing, drawing on top‑down and bottom‑up fundamental, technical and behavioral analysis. Advisory relationships are tailored to client needs and may include plan implementation, quarterly reviews, and participant education or enrollment meetings for employer plans. Noteworthy for a small independent adviser, Farrell Financial routinely acts as a co‑fiduciary on qualified plans and provides pension consulting and plan‑design services—writing IPSs, performing due diligence, educating trustees, and coordinating with third‑party administrators and ERISA counsel. The firm also works on non‑qualified deferred compensation design and discloses that its insurance licensure can result in commission income when clients purchase recommended insurance products.

To learn more about the advisors currently working at Farrell Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.