The Conner Group
Insurance & Financial ServicesFinancial PlanningFinancial services
The Conner Group is a Financial Planning and Wealth Management Firm that was established in 2015. The firm focuses on working with professionals, families, the medical community, pre-retirees, retirees, business owners/executives and their employees. The group brings a wide range of experience and expertise to the table with their clients to help them achieve their goals. This is done through a comprehensive and thought out process that allows them to understand their client’s current situation, determine where they would like to be in the years to come, and then mapping out a plan to help them get there. Not all clients are identical, so The Conner Group takes a custom-tailored approach to planning for each of their clients.
- Financial Planning
- Wealth Management
- Risk Management