CONNECT

Address:

25 Pond Road
Orleans, MA 02653

Phone:

(508) 255-6543

Fax/Other:

(508) 255-6844

In The Media

Brendan appeared as a professional source in the October, 2009 U.S. News & World Report article written by Emily Brandon: "Postpone Retirement".

Brendan appeared as a professional source in the December 28, 2008 Cape Cod Times article written by Sarah Shemkus: "Cash back for good behavior". Brendan identified strategies towards successfully pursuing financially-focused New Year's resolutions.    

Brendan appeared as a professional source in the November 20, 2008 SmartMoney article written by Diana Ransom: "Asked & Answered: Small Businesses and Taxes". Brendan responded to a tax question posed by a small business owner.

Brendan appeared as a professional source in the September 16, 2008 Cape Cod Times article written by Sarah Shemkus: "Main Street feels Wall Street woes". Brendan discussed strategies aimed at successfully addressing the psychological and emotional elements often present during volatile market climates.

Brendan appeared as a professional source in the September 4, 2008 SmartMoney article written by Diana Ransom: "Cost Cutters: Save on Office Supplies". Brendan discussed cost reduction strategies available to the small business owner.

Brendan appeared as a professional source in the June 15, 2008 Cape Cod Times article written by Sarah Shemkus: "Speaking of the economy...". Brendan commented on the psychological and emotional elements at force during volatile market environments that tend to control (and often irrationally dictate) individuals' short-term investment decisions.

Brendan appeared as a professional source in the February 28, 2008 SmartMoney article written by Diana Ransom: "Quick Tips: Small Biz Tax Help". Brendan discussed options available for the small business owner in obtaining professional advice and direction.

Brendan appeared as a professional source in the January 27, 2008 Wall Street Journal article written by Jonathan Clements: "Seven Strategies for a Tumbling Market". Brendan offered creative planning strategies individuals should consider in a volatile market environment.

Brendan appeared as a professional source in the December 6, 2007 SmartMoney article written by Diana Ransom: "Quick Tips: Bailing Out a Bad Year". Brendan discussed proactive tax planning strategies that small business owners should consider for the current tax year.

For the November/December 2007 edition of Cape Business, Brendan wrote an article "Year-end IRA Planning" in which he had outlined six specific strategies for individuals to incorporate into their year-end review.

For the July/August 2007 edition of Cape Business, Brendan wrote an article "Planning for Retirement is a Lifelong Strategy" in which he had outlined specific financial planning strategies for individuals to incorporate throughout all stages of their lives.

Brendan appeared as a professional source in the April 22, 2007 Wall Street Journal article written by Diana Ransom: "Evaluating Life Insurance Offered at Work".

Brendan appeared as a professional source in the January 14, 2007 Wall Street Journal article written by Jonathan Clements: "It's Time to Be Smart - for Next Year". Brendan discussed proactive planning strategies individuals should consider for the new tax year.

Brendan appeared as a professional source in the September/October 2006 edition of Cape Business written by Kate Bavelok: "Young, smart and rich". Brendan offered strategies intended for teaching young individuals proper and effective saving techniques.

Brendan appeared as a professional source in the November 5, 2006 Wall Street Journal article written by Diana Ransom: "Why Not Be Smart As Well As Generous". Brendan discussed one of the more philanthropic tax strategies made available in light of the Pension Protection Act of 2006 involving the limited time, tax-free gifting of IRA assets to qualified charities.
 

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Check the background of this financial professional on FINRA's BrokerCheck