September 1, 2004

THE BRENNAN FINANCIAL GROUP’S BRIAN LARAWAY EARNS CERTIFIED IN LONG-TERM CARE (CLTC) DESIGNATION

POLAND, Ohio – The Brennan Financial Group’s Brian Laraway has earned the Certified in Long-Term Care (CLTC) designation, Brennan Financial Group District Manager Jeffrey McCreery, CLU, ChFC, has announced.

The designation represents a professional designation in the field of long-term care. Those who are awarded the CLTC designation, McCreery said, have earned it from a program that is independent of the insurance industry.

“Our firm,” McCreery said, “is very sensitive to the needs of our community. Many of our clients have experienced the devastating effects that chronic illness has had on their families.”

Stating that the area of long-term care can be complex, Laraway said that it “intersects with other professions such as financial planning, tax strategies, home care, government funding and elder law.”

“My ability to serve the community depends on understanding what resources, such as housing and services, clients will need as they age and how they will be paid for,” he said.

Laraway joined the Brennan Financial Group as a Registered Representative of New England Securities, Boston, Mass., in 2002.

Since the Brennan Financial Group opened its Youngstown area office three years ago, it has become one of the fastest-growing New England district offices in the United States.

As a financial representative, Laraway assists individuals and business owners in determining which financial products and programs best meet their goals and objectives.

Laraway received a Bachelor of Science in Business Administration Degree and a Masters of Business Administration Degree from Youngstown State University. The Canfield resident is studying to become a CERTIFIED FINANCIAL PLANNER (CFP®) Certificant from the Certified Financial Planning Board of Standards. A professional runner, he represents the Brooks Racing and Jock Stop Racing teams. Laraway is a member of the USA Track & Field Association’s Lake Erie Chapter.

June 30, 2004

JAMES WEINER OF THE BRENNAN FINANCIAL GROUP EARNS PRESTIGIOUS “MASTER AGENCY BUILDERS” AWARD FROM NEW ENGLAND FINANCIAL FOR SECOND CONSECUTIVE YEAR

HIGHLAND HILLS, Ohio – James Weiner, assistant managing partner of The Brennan Financial Group, has earned the prestigious “Master Agency Builder Award” from New England Financial for the second consecutive year. The award is based on attaining certain qualifying requirements that involve business development and the training of financial representatives.
Weiner, who resides with his family in Bainbridge, joined Brennan Financial Group, an agency of New England Financial, in 1997. He has spent his entire career in the industry. As a Financial Representative, Weiner assists individuals and business owners in developing financial strategies to best meet their goals and objectives.
The Brennan Financial Group offers individual and business clients assistance in financial planning and a full range of financial products and services designed to protect a family’s or a company’s future.

June 30, 2004

BRENNAN FINANCIAL GROUP’S JEFF McCREERY EARNS PRESTIGIOUS “MANAGEMENT ASSOCIATES HALL OF FAME” DESIGNATION FROM NEW ENGLAND FINANCIAL

POLAND, Ohio – Jeff McCreery, district manager of The Brennan Financial Group, has earned the prestigious “Management Associates Hall of Fame” designation from New England Financial. The award is based on McCreery becoming one of New England’s top managing associates in the country.

Additionally, McCreery was appointed to New England Financial’s Managing Associates Advisory Committee. And he recently attained the Chartered Financial Consultant’s (ChFC) designation.
McCreery, CLU, ChFC, entered the financial services industry in 1990 after receiving a Bachelor of Science Degree in Business Administration from Youngstown State University. He earned the Chartered Life Underwriter (CLU) designation in 1999 and has qualified for membership in the Million Dollar Round Table. In 2000 McCreery joined Brennan Financial Group, an agency of New England Financial, and is a Registered Representative with New England Securities, Boston, MA.
As a District Manager, McCreery is charged with the development of the Youngstown market through recruiting, training and supervising new financial representatives. He provides a wide range of financial products and services to his business and individual clients.
McCreery is on the Board of Directors for the National Association of Insurance and Financial Advisors and is a member of the Society of Financial Service Professionals. He and his wife Sandie reside in Poland with their three sons.

The Brennan Financial Group, 909-C Sahara Trail, offers individual and business clients assistance in financial matters and a full range of financial products and services designed to protect a family’s or a company’s future.

March 12, 2004

BRENNAN FINANCIAL GROUP OPENS ASHTABULA OFFICE AS PART OF ITS EXPANSION ACROSS NORTHEASTERN OHIO

ASHTABULA, Ohio – The Brennan Financial Group, as part of its expansion across Northeastern Ohio, has opened an office in Ashtabula.

Based in the Brennan Financial Group’s office are James A. Lebzelter and Larry Chaffee, registered representatives for New England Securities Corp., Boston, Mass. As financial representatives, each assists individuals and business owners in developing strategies to help attain their financial goals and objectives.

“From our base in Ashtabula County and across parts of Lake and Geauga counties, we feel the area holds enormous promise,’ said Daniel J. Brennan, CLU, managing partner of the Brennan Financial Group.

“What’s more, the experience that each of our representatives has and their strong ties to the local community will prove beneficial to customers.”

Lebzelter has spent nearly 20 years in the insurance industry, with expertise in retirement planning, among other areas. Active in the Ashtabula Chapter of the American Red Cross, Lebzelter has been tournament director of the organization’s annual golf fundraiser. He resides with his wife Eva and their two sons in Jefferson.

Chaffee, a Painesville resident, has had more than 35 years of experiences in the sales and customer service fields throughout Northeastern Ohio. A graduate of Lake Erie College, he and his wife, artist Susan Chaffee, have two daughters and two granddaughters. Chaffee is a member of the First Church of Christ of Painesville.

In early 2003 The Brennan Financial Group relocated its downtown Cleveland office to suburban Highland Hills. At the same time, it expanded its Westlake office. Elsewhere, based on the steady growth of its Youngstown area office, The Brennan Financial Group relocated to expanded offices in Poland from Boardman.