Farrell Financial
SEC RegisteredA Disciplined and Common Sense Approach to Financial Management
About the firm
Farrell Financial LLC believes in approaching each client with a dedicated, thoughtful investment solution customized to meet the client's financial goals. Their mission is to create and maintain wealth for clients through independent and unbiased recommendations, always putting the needs of the client first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services include retirement planning, socially-conscious investing, tax-advantage investing, college savings planning, and more. Products include stocks, fixed income (bonds), exchange-traded funds, CDs and CD alternatives, mutual funds, and fixed and variable annuities.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 189 | $74M |
| High Net Worth Individuals | 44 | $126M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Farrell Financial has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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