Brosnan & Associates

Brosnan & Associates
20250 SW Acacia Street
Suite 230
Newport Beach, CA 92660

Toll Free Number: (888) 216-9359
Phone Number: (949) 863-9988
Fax Number: (949) 863-9986
Web Address: www.brosnanfinancial.com

Brosnan & AssociatesFinancial & Insurance Services, LLC is a full service financial services firm, based in Newport Beach, CA. We specialize in working with the owners of closely held businesses and affluent individuals thoughout the West Coast.

Brosnan & Associates has developed a reputation in the industry for bringing creative new solutions to both the old and new issues of an increasingly complex financial marketplace. These solutions are for affluent individuals, business owners, and the companies they have built. For the owner, areas of expertise include wealth accumulation, strategic estate and income tax planning, business continuation planning, and income protection. At the corporate level, the firm assists with key-person issues and employee benefit planning. Key-person issues include deferred comp, retention, and buy-sell planning and funding. Employee benefit planning includes discovery, research and implementation of 401(k) and medical plans as well as ancillary benefits. Please call to schedule an appointment for a free, no obligation review of your current plans, or to explore new options.



Keywords: At Brosnan & Associates, we offer evaluation, recommendation, and implementation of the following financial services products: Stocks*, bonds*, mutual funds*, investments*, annuities*, Life, Health, Disability, Dental & Long Term Care Insurance. IRA's, 401k's, Profit Sharing plans and all group benefits packages.

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