Trusted Resources

Three financial services companies together under one roof.



 

At The McConnell Group, you’ll receive the advice and guidance you need to chart a course for your financial future. We offer the convenience and leverage of having three financial services – accounting and tax preparation, financial planning, and mortgage financing – together under one roof.  The combination of these three services brings all of the financial puzzle pieces together so that you have a complete understanding of your financial profile.

Whether you are just starting out, have already accumulated significant assets, or are looking toward retirement, we can help you work toward and attain your financial goals.

We are committed to providing all of our clients with the highest standards of professionalism, expertise, and experience. We take the time to understand your unique financial situation and develop a comprehensive plan to help you turn your financial goals into reality. Contact us today for your complimentary initial consultation.

MCCONNELL, ROTHMAN & CO., P.C. CERTIFIED PUBLIC ACCOUNTANTS

HERITAGE MORTGAGE COMPANY, INC.
Mortgage Brokerage  (Residential or Commercial)

 

*Securities offered through 1st Global Capital Corp.,Member FINRA, SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Massachusetts Mortgage Broker # MB1203
The McConnell Group of Companies and 1st Global Capital Corp. are unaffiliated entities.