FinancialConnex joins technology with the guidance of experienced CERTIFIED FINANCIAL PLANNERS.™
“Your Anytime Retirement Connection”
Who We Are
- CERTIFIED FINANCIAL PLANNERS™
- Hourly Engagements
- Independent Firm
What We Do
- Self Guided Investing
- 401(k) Rollovers
- Retirement Plan Consulting
How We Do It
- Account Aggregation
- Investment Research
- Planning Advice