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Welcome to Connolly Financial Services

Health, happiness, and financial independence are important to everyone at each stage of life. The actions taken to achieve these precious goals are unique to you and your individual circumstances; no two are exactly alike. A trusted and experienced investment consultant is crucial to guide you through each of the different stages and be certain your path is clear, keeping you on course.

There are unlimited investment options available. What is best for one person may not be the best for the next. The choices are intricate and without the guidance of a trusted investment consultant you can get lost along the way or potentially make a wrong turn. Connolly Financial Services is a full service firm and offers a wide range of options and guidance to strike the proper balance of investments.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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