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Connolly Financial is an independent wealth management firm that specializes in customized, comprehensive solutions for individuals, business owners, advisors, and industry professionals. We employ a creative and aggregated approach to asset growth, management, and preservation, using a team of professionals with expertise in advanced financial planning. Our fee-only, fiduciary firm is committed to devising and implementing personalized strategies, and we believe that relationships are the foundation of our process. We work closely with our clients to understand their vision and goals, and regularly reflect with them to ensure our collaborative progress is lining up with their aspirations. Our independence allows us to minimize conflicts of interest and personalize every strategy to fit each client's needs.
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As a seasoned wealth management professional with over 20 years of experience, Rachel Kuss, CFP, AIF, CRPS, creates personalized financial strategies tailored to her clients' unique goals and needs. Her expertise spans investment management, financial planning, retirement plan consulting, and estate planning. With a focus on building trust and delivering exceptional service, Rachel helps individuals, families, and businesses achieve financial independence.
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