Our Company

At Flanagan Financial Services, we believe that our clients deserve the highest standard of care possible. We value your uniqueness, your history, and your goals. As a fully independent company, we affirm our objectivity and freedom from the pressure of corporate and proprietary products. Through all market conditions, we strive to simplify the complexities of your financial life so you can focus on the facets of your life for which you are most grateful.

From retirement guidance to investment management, protection planning and more, our advisors work to integrate your entire financial life into one cohesive plan. Our mission is to help promote the growth that your assets are designed to generate: sustainable income that preserves your independence, and a legacy that ensures your beneficiaries abide by your wishes.

Our Commitment

We understand that as your financial needs continue to evolve over time, so should your financial plan continue to evolve. As a team, we will be prepared to help you adapt to the unexpected. Our strategies are tailored to your unique profile, and our professionals will help you stay proactive as your situation evolves.

Our Principle

At Flanagan Financial Services, we value earning and keeping your trust. No matter where you are in your journey, our primary objective remains the same: to provide objective financial guidance that helps build, protect, and transfer your wealth.