Conneran Financial Advising

At Conneran Financial, we are dedicated to providing personalized financial planning and investment solutions to individuals, families, and small business owners. Our mission is to empower our clients to achieve their financial goals and secure their financial futures.

Our Story

Conneran Financial was founded by Tom Conneran, a Certified Financial Planner (CFP) with a passion for helping others achieve financial independence. Tom's approach is centered around understanding his clients' goals and recommending solutions that make sense. He takes the time to listen, educate, and guide his clients throughout the investment process.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial objectives. These services include:

• Investor Education: We believe that knowledge is power, and we take the time to educate our clients on various investment strategies and products.
• College Savings & Planning: We help families plan for their children's education expenses and save for their future.
• Small Business Owners: We provide customized financial planning and investment solutions for small business owners and their employees.
• Long-Term Care Insurance: We help our clients plan for their long-term care needs and ensure they have the resources they need to maintain their independence.
• Life Insurance: We offer a range of life insurance products to help our clients protect their loved ones and achieve their financial goals.
• Disability Income Insurance: We help our clients protect their income and ensure they can continue to support themselves and their families even if they become disabled.

What Sets Us Apart

At Conneran Financial, we are committed to taking the high ground when it comes to serving our clients. We believe in personal integrity, positive attitude, moral foundation, and a worthy vision. Our goal is to build long-term relationships with our clients and help them achieve financial independence.

Meet Tom Conneran

Tom Conneran is the founder and owner of Conneran Financial. He is a Certified Financial Planner (CFP) with a passion for helping others achieve financial independence. Tom has extensive experience in the financial industry and holds series 6, 7, 63, and 65 licenses in multiple states.