Farrell Financial - Investment Advisers

About Farrell Financial

Farrell Financial LLC is an investment adviser headquartered in Orchard Park, New York, and is listed among Investment Advisers in New York. The firm was founded in May 2014 by Neil Farrell, who had worked at several large financial services companies before starting his own practice. Its regulatory assets under management are reported at $200.63 million, and it has three employees. The firm's approach centers on building a customized investment plan for each client around that client's financial goals. Its stated mission is to create and maintain wealth for clients through recommendations it describes as independent and unbiased. It also says it aims to provide transparent service at a moderate cost, and it emphasizes a disciplined, rational approach grounded in long-term investing principles. Neil Farrell traces his interest in independence to his family, whose dairy business, founded in 1908, operated until 1988. The firm is also included in the Directory of US Investment Advisers. --- Note: Only two link slots were provided, so the text includes two links instead of the three to five requested.

Key Facts

Assets Under Management

$200.63M

Employees

3

SEC File Number

801-125815