MassMutual financial professional.

Brendan Farrellyemail

  • Professional Story

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    Community Involvement

    Board Member of ElderHelp of San Diego

  • Languages:
    • English

  • Credentials:
    • CFS®

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Business Succession Planning
    • Financial Education
    • Estate Planning
    • Risk Management Strategies
    • College Funding Strategies
    • Retirement Strategies
    • Retirement Income Planning
    • Investment Strategies
    • LGBTQ
    • Group Benefits

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Brendan’s Licenses and Disclosures

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