OUR SERVICES
Financial Planning
We bring customized Financial Planning services to our clients through an objective plan addressing all their financial goals. Risk Management and Growth Portfolio services are fully customized and pliable to adjust for life's adventure.
Business Services
We support business owners and medical professionals manage their employee benefits, retirement plans and insurance. We can work directly with your CPA to save time and money.
Family Office
We offer Family Office to specific clients. You are provided with the convenience of concierge-like service: everything in one place, one phone call away. You focus on your passions, we'll focus on the details.
All the custom financial services you desire...
Whichever service best meets your needs, connection is our driving force. Building a lasting relationship, built on mutual trust, will allow Connect Advisory Group to personalize the ideal solutions for your business or medical practice.