FinancialConnex is a personal financial planning service that combines technology with the guidance of a CERTIFIED FINANCIAL PLANNER ™. By centralizing your accounts into one customized portal, you are able to organize, manage, and monitor an indvidualized financial plan.
What's In A Number?
Who We Are
What We Do
Our Video Gallery
Our Blog Posts
Disclaimer
Securities, Financial Planning and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC
The LPL Registered Representative(s) associated with this site may only discuss and transact business with residents of the following states: CA, FL, GA, MD, MO, NJ, TN