Brennan

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Rich joined Brennan Financial Group in 2001 after receiving a BA in Business Administration from Mount Union College. Born and raised in Poland, OH, Rich holds a series 7 securities registered products and works largely in a fee based investment advisory capacity as an Investment Advisor Representative (IAR) of New England Securities Corp, Boston MA.

Although investment management makes up a large part of Rich’s practice, he is grounded in the belief that both individuals and business owners must address all areas of their financial program. He will work closely with you in developing solutions to your most complex financial concerns. Through a professional alliance with the accounting firm Bodine, Perry, Flauto & Associates, Rich works with the firms CPAs in providing financial services to their individual and corporate tax clients. Bodine, Faluto, and Associates are a separate entity from NES. Each firm is independently responsible for products and services. Rich frequently conducts financial education workshops, and has been recognized by New England Financial and Brennan Financial Group through several awards of excellence.

Rich lives in Boardman, Ohio with his wife Mary and enjoys boating and snow skiing.

PROFESSIONAL SERVICES

Investment Advisory Services
Retirement and College Funding Strategies
Securities and Annuities
Small business retirement plans
Personal and business insurance strateCPAgies – Life, disability income, long-term care

CAREER ACCOMPLISHMENTS

Brennan Financial Challengers Circle Member 2003, 2005, 2006
Brennan Financial Investment Advisory Accounts Leader 2005, 2006
Brennan Financial Total Production Increase Leader 2007
New England Financial Leaders Association 2003, 2007
New England Financial Star Producer 2002
New England Securities Inner Circle 2008
Million Dollar Round Table Qualifier 2007

MEMBERSHIPS

Mahoning Valley Professionals 20/30 Club (MVP 20/30 Club)
Brennan Financial Group Advisory Board 2004, 2005