Diane L. Brennan

Financial Professional

My Focus Areas are Saving for Retirement, Living in Retirement, Financial Strategy and Small Business

Languages spoken by this financial professional: English

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Diane L. Brennan

Financial Professional

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About Diane L. Brennan

Nothing compares to the feeling of helping individuals or business owners plan for their financial future, especially how and when they want to retire, transition their business and plan their legacy .

I have spent over 20 years helping individuals and business owners identify their financial goals, develop strategies to accomplish those goals and then implement their plan.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

The Prudential Difference

    • Variable Annuities: FL, NC, VA
    • Securities License: NC, SC
    • Variable Life Insurance: FL, NC, VA
    • Fixed Annuities: FL, NC, SC, VA
    • Life Insurance: FL, NC, SC, VA

Diane Brennan is associated with the Carolina Financial Group Office, 2701 Coltsgate Road, Suite 220, Charlotte, NC, 28211-3593, Managing Director: Kimberly Turner, Phone: 704-442-1481. Diane Brennan offers insurance and securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. 1-800-778-2255.

Check the background of this investment professional on FINRA’s BrokerCheck.