Join Our Network
Are you a financial planner seeking an opportunity to grow your practice while removing the day to day operational needs of being a business owner? Here at FinancialConnex, we work in a collaborative technology oriented environment to allow the next generation of financial planners access the resources to start and grow their planning practices. A few of the resources include:
- Independent Advisor Institute
We welcome the opportunity to discuss your needs and how we can assist you with your practice.