Connolly Financial - Wealth Management

Welcome to Connolly Financial, an independent wealth management firm specializing in customized, comprehensive solutions. We are a fee-only, fiduciary group of financial professionals committed to devising and implementing personalized strategies. We collaborate with a tight-knit network of experts across various fields, and our clients and their wealth are supported by cutting-edge methods. Meeting your exact needs is only possible with creativity, innovation and the ability to utilize any and every strategy — our independence allows us to do just that. Experience the Difference of a fully fledged plan, curated precisely for you. Relationships are the foundation of our process. The better we know you, the more we can do for you. As a dynamic wealth management firm, we employ a creative and aggregated approach to asset growth, management and preservation. Our commitment to you relies on what you are committed to. It’s about what lies behind the numbers. Understanding what is truly important to you and your life comes first. Then, no matter how complex, our driven team will work meticulously to help your aspirations come alive. • visit www.connolly-financial.com for more information • Like us on facebook.com/ConnollyFinancial • Follow Shaun Connolly at twitter.com/ConnollyStreet Please note: Connolly Financial and Shaun Connolly are unable to accept endorsements or recommendations.

Website

http://www.connolly-financial.com

External link for Connolly Financial - Wealth Management

Industry

Financial Services

Company size

2-10 employees

Headquarters

Durango, Colorado

Type

Privately Held

Founded

2009

Specialties

Investment Management, Strategic Tax Planning, Risk Management, Retirement Planning, Estate Planning, Education Funding, Employee and Executive Benefits, and Business Succession Planning