Brendan T. Mullooly,  CFP<sup>&reg;</sup> - Financial Advisor

Brendan T. Mullooly, CFP®

Mullooly Asset Management, Inc.

1971 State Route 34, Suite 102
Wall Township, NJ 07719
FINANCIAL ADVISOR'S WEBSITE
(732) 223-9000 CONNECT WITH Brendan
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General

Brendan Mullooly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mullooly Asset Management, Inc. in Wall Township, NJ and the surrounding communities.

Financial Advisor Overview

Mullooly Asset Management, Inc. is a fee-only investment advisory firm located in southern Monmouth County, New Jersey. We serve clients all over Monmouth County, the state of New Jersey, and the NYC metropolitan area. Our firm is very unique to the industry: we are family owned and operated. I work alongside my father and brothers as an advisory team. Our 35 years of combined experience and knowledge are a constant resource to the families we serve. The Mullooly Asset Management team specializes in comprehensive financial planning and investment management. Each client relationship begins with a financial plan that serves as a guide for our asset allocation. Additionally, our structure as a fee-only firm means all of our compensation comes directly from clients. We have no incentive to recommend any strategy, product, or approach over another. We believe this is integral to the advisor-client relationship, and wouldn't dream of doing business any other way.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources