Crane Financial Group

Brennan Financial Group LLC was founded by Jay R. Brennan, a CPA, CFP® to provide financial planning and investment management services to our clients. As a fee-only firm, I focus on your needs. You get objective advice based upon our experience and financial knowledge.

HistoryACE Advisory Management LLC is a financial planning firm based in NYC that offers a comprehensive array of services including but not limited to taxes, insurance, Incorporation, investment, education and retirement planning. ACE Advisory Management LLC was established in Sept 2007 by Atabu E. Otobo. Our Mission is to help accumulate, manage, plan, and protect our client's wealth. We strive to provide an exceptional and superb service to our clients. We strive to earn our clients trust to foster a dynamic long-term relationships.SpecialtiesI assist clients prepare, plan and file individual and corporate taxes for LLC, Corpotions, partnership, trust and estates. I offer/ provide my clients various insurance, including but not limited to life, long term care, disability, fnal Expense, auto, Home, condo, renter, umbrella, worker comps, E&O, Malpractice etc. I help to organize and setup business entities formation such as LLC, LLP, S and C Corp a non profit. I offer investment advisory and management, including College and retirement Planning I also provide notary services

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.