Financial Planning

McConnell & Co., Inc. Private Clients Group

I N V E S T M E N T P L A N N I N G • R E T I R E M E N T P L A N N I N G • E S T A T E P L A N N I N G • F INANCIAL PLANNING SERVICES

At McConnell & Co., Inc. Private Clients Group, we are able to offer the benefits and expertise of a big brokerage house with the hands-on attention and caring of a smaller, independent firm. We offer a comprehensive approach to financial planning that includes investment planning, retirement planning, estate planning, income protection, asset protection, business planning, educational planning, debt management and special needs planning. As an independent firm, we are able to offer products and services across the full range of financial planning vehicles.

The first step we take with our new clients is to review your current situation and your goals for the future. Based on our discussion, we develop a plan for you, review it with you to make any necessary changes, and then help you put that plan into action.We work with clients through all phases of their financial lives, from those just beginning to invest, to those who have achieved substantial wealth. We treat all of our clients with the same care and attention to detail.

If you are already a customer of The McConnell Group’s accounting and tax preparation or mortgage services, you can also enjoy the added benefit of having your other financial activities and documentation easily integrated into the guidance you receive.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC.

Investment advisory services offered through 1st Global Advisors, Inc.

We are able to offer the benefits and expertise of a big brokerage house with the hands-on attention and caring of a smaller, independent firm.

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
The McConnell Group of Companies and 1st Global Capital Corp. are unaffiliated entities.

BrokerCheck_logo-newCheck us out on BrokerCheck