Tom Conneran established Conneran Financial Advising to offer an alternative to brokerage firms that call their clients with an 'investment of the week' or a conversation that ends with the “if you’ve got some money I think you should buy some” suggestion. Tom takes time to understand the goals you want to achieve with your money and recommends solutions that make sense.
Whether it is investing for your kid's college; investing to build a retirement nest egg or actually taking retirement income from your retirement nest egg, understanding your goals is critical. During the initial meeting Tom will explain how he approaches recommending investment solutions. His goal is to make sense of investing!
There is no charge for the initial meeting and Tom will explain how he is compensated.
Conneran Financial Advising works with ProEquities and Pershing as Broker-Dealer and Clearing Firm respectively.