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


“Your Retirement Connection”

Who We Are

  • CFP® Professionals
  • Hourly Engagements
  • Service Driven

What We Do

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

How We Do It

  • Account Aggregation
  • Market Research
  • Planning Advice

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