Skip to main content

Our Firm and Services

 The Connolly Retirement Group is dedicated to helping our clients build wealth and protect their hard earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.  Our independence enables us to establish working relationships with a number of industry-leading insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Retirement Strategies- Making the most of your employer sponsored retirement accounts and IRAs. Determining how much you need to retire comfortably.

Estate Protection- Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education Funding - Recommending investment and accumulation strategies to help you pay for your children's education.

For more information about The Connolly Retirement Group and the services we offer, contact us today.