Welcome to Connolly Financial, an independent wealth management firm specializing in customized, comprehensive solutions. We are a fee-only, fiduciary group of financial professionals committed to devising and implementing personalized strategies. We collaborate with a tight-knit network of experts across various fields, and our clients and their wealth are supported by cutting-edge methods. Meeting your exact needs is only possible with creativity, innovation and the ability to utilize any and every strategy — our independence allows us to do just that. Experience the Difference of a fully fledged plan, curated precisely for you. Relationships are the foundation of our process. The better we know you, the more we can do for you. As a dynamic wealth management firm, we employ a creative and aggregated approach to asset growth, management and preservation. Our commitment to you relies on what you are committed to. It’s about what lies behind the numbers. Understanding what is truly important to you and your life comes first. Then, no matter how complex, our driven team will work meticulously to help your aspirations come alive. • visit www.connolly-financial.com for more information • Like us on facebook.com/ConnollyFinancial • Follow Shaun Connolly at twitter.com/ConnollyStreet Please note: Connolly Financial and Shaun Connolly are unable to accept endorsements or recommendations.
View Top Employees from Connolly Financial - Wealth ManagementWebsite | http://www.connolly-financial.com |
Revenue | $15 million |
Employees | 2 (2 on RocketReach) |
Founded | 2009 |
Address | 752 Main Avenue Suite 201, Durango, Colorado 81301, US |
Phone | (970) 426-5300 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Ascential Wealth, Bollin Wealth Management LLC, Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC, Waterford Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Connolly Financial - Wealth Management employee's phone or email?
The Connolly Financial - Wealth Management annual revenue was $15 million in 2024.
Kereth Connolly is the Chief Operations Officer of Connolly Financial - Wealth Management.
2 people are employed at Connolly Financial - Wealth Management.
Connolly Financial - Wealth Management is based in Durango, Colorado.
The NAICS codes for Connolly Financial - Wealth Management are [5239, 523, 52, 52393].
The SIC codes for Connolly Financial - Wealth Management are [62, 628].