Brendan Mccarthy Email & Phone Number

From a young age I was inspired by the impact my father's career had on so many families in our Brevard County Community. In 1998 I followed his footsteps and began my own career in financial services. Shortly after my father retired, I partnered with another father/son team; Dennis and Brian Laughlin, and in 2019 we formed an independent financial planning firm, Three Bridges Planning. Three Bridges Planning offers tax planning, financial planning and investment management services. Our clients are individuals and families looking for independent full service planning with a transparent fee structure. TAX PLANNING: We will review your tax return each year and provide recommendations to potentially save you money. FINANCIAL PLANNING: We will identify what goals are important to you and we will work together to achieve them. INVESTMENT MANAGEMENT: Our advisory platform allows us to act as your Fiduciary, meaning we are required to act in your Best Interest. Contact me today to schedule a meeting: Brendan@threebridgesplanning.com or 321-225-3152 Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. Three Bridges Planning is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Three Bridges Planning and Kestra IS are not affiliated.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced are available in every state. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.