Products & Services
At Connolly Financial Services, we provide assistance in the following areas:
Investment Services
- Bonds
- Check Writing
- Common Stock
- Debit Card
- Coverdell ESA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
- Fixed Annuities
- Advisory Services
- Business Retirement Plan Services (401k, 403b, SIMPLE IRA, etc)
Insurance Services
- Disablility Income
- Life Insurance
- Long Term Care
Tax Planning
- Federal & State Tax Return Review
- Individual Tax Planning
- Small Business Planning
- Income, Gift and Estate Tax Planning