FinancialConnex joins technology with the guidance of experienced CERTIFIED FINANCIAL PLANNERS™.

 

“Your Retirement Connection”

Who We Are

  • CFP® Professionals
  • Hourly Engagements
  • Service Driven
Schedule Appt.

What We Do

  • Self Guided Investing
  • 401(k) Distribution Assistance
  • Retirement Plan Consulting
Digital Investing

How We Do It

  • Account Aggregation
  • Market Research
  • Planning Advice
eMoney

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Schedule an Appt.
Hourly Planning Services
CFP(r) Certfication
On-Boarding

Self Guided Login
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Just Do It

 

 

Plan View Login
Schedule a Review
401(k) Rollovers
Market Research