General Info

Conneran Financial offers an alternative to brokerage firms that call their clients with an 'investment of the week' or a conversation that ends with the â??if you've got some money I think you should buy someâ?? suggestion. We take time to understand your goals and what you want to achieve with your money and recommend solutions that make sense. Whether it is investing for your kid's college, investing to build a retirement nest egg, or actually taking retirement income from your retirement nest egg; understanding your goals is critical. During the initial meeting, we will explain our approach for recommending investment solutions. Our goal is to make sense of investing!