Products & Services
At Connolly Financial Services, we provide assistance in the following areas:
Investment Services
- Bonds
- Check Writing
- Common Stock
- Debit Card
- Coverdell ESA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Stock Information
- Disablility Income
- Life Insurance
- Long Term Care
Tax Planning
- State Tax Return Review
- Tax Return Review
- Individual Tax Planning
- Small Business Planning
- Income, Gift and Estate Tax Planning