FinancialConnex is a personal financial planning service combining digital investment advice with experienced financial planning guidance.
“Your Anytime Retirement Connection”
Who We Are
- CERTIFIED FINANCIAL PLANNERS™
- Hourly Engagements
- Independent Firm
What We Do
- Financial Planning
- Digital Investing
- Rollover Services
How We Do It
- Account Aggregation
- Investment Research
- Planning Advice
