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

Rollover your 401(K) using our digital platform!

Planner’s Corner

Helping people today save for tomorrow https://t.co/Ps5LbtDN0f

Money talks, stress walks https://t.co/PDBXOQPgRv

Small-business deduction rules finalized https://t.co/3TUzxRTANv

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