Financial Advisory Services

“We've received excellent customer service from Andrew and his team. They are kind and understanding as well as knowledgeable and sensible.”

"I was involved in an accident that left me disabled soon after becoming a client of Connect Advisory Group. Andrew was able to file a claim and procure income for me while I was recovering. It was the peace of mind I needed."

“Connect Advisory Group went from my financial and retirement planner to a friend and tennis partner. ”

"As a CPA, I've worked with hundreds of financial advisors, but I was surprised by the level of kindness mixed with professionalism Connect Advisory Group displayed.”