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About Connolly Fulton Financial Services

Mapping your Financial Course

Stocks, Bonds, Mutual Funds

The size of the worldwide stock market is estimated at $51 trillion dollars.  Without a trusted investment consultant to lead you through the multiple of options and opportunities it can be overwhelming.

We’ll help you find the right investments that are suitable for your family and your situation.

Retirement Planning – IRA, Roth IRA, Simple IRA, 401k

There are many different types of retirement plans, and knowing which will be best for you and your family is critical. Connolly Fulton Financial Services provides a complete and ongoing assessment of tax advantaged financial and retirement planning vehicles.

We have the experience to map your course and monitor your progress.

Estate Planning Strategies

The process of accumulating and distributing an estate to enhance the goals of the estate owner is a detailed and complicated series of strategies. A proper plan will take into consideration the wishes and needs of the estate owner and the intended beneficiaries.

Liquidity, ownership, taxes, gifting, principal preservation and the ability to transfer are just a few of the issues facing families today. We work with you and your legal counsel to guide you every step of the way.

Protection Planning

We have a complete offering of insurance and investment strategies that will complement your investment and financial goals at every stage.

College Investment Planning

Families with children of all ages are concerned with education costs. Teach your children about investing and saving by investing into their future education. We’ll help you involve your children in planning for their future. Education starts at home.