A complete list of active advisors currently associated with Financial Connection, Inc
Warmer can help you find a great advisor at Financial Connection, Inc or one who fits your needs even better.
Financial Connection, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans and business entities. The firm also offers financial planning and consultative services where no ongoing management is provided. Investment management is tailored to each client through an Investment Policy Statement and clients may impose restrictions; accounts are reviewed at least quarterly and more frequently for volatile holdings. The firm uses multiple analytical methods—charting, fundamental, technical and cyclical—and implements a range of strategies including long- and short-term purchases, trading, short sales and margin. The firm combines advisory services with life and health insurance brokerage and employee benefit plan consulting, and it serves corporate/institutional clients such as retirement plans—activities that are less common among solo independent advisers. The firm does not take custody of client assets, does not accept compensation for selling securities, and also provides securities arbitration and litigation consulting within the firm.
To learn more about the advisors currently working at Financial Connection, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 11
|
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