Jim joined Connell Financial Group in 1991 after 4 ½ years in public accounting. Jim is a graduate of RIT with a degree in accounting. He is a licensed CPA in the State of New York and is a member of the Estate Planning Council of Central NY, the Society of Financial Services Professionals, and the National Association of Insurance and Financial Advisors.
As a life insurance brokerage firm and a wealth management practice, we work with our own clients as well as other advisors and their clients to make sure that they are meeting their financial goals. With a focus on financial security, Jim has spoken hundreds of times over the past 2 decades to employers, membership organizations, and professional financial advisor groups regarding Social Security, 401(k), long-term health care, and life insurance needs and solutions.
At Connell Financial Group we know that you have more product than you can possible evaluate. We know that you can place your business with any one of hundreds of brokerage general agencies. It is our goal to provide you with the best products, the best ideas and the best service.
Our best ideas are the ones that we’ve personally worked with, personally tested, and personally had success with. Whether you’re looking for ideas that apply to 99% of your prospects and clients, or to the wealthiest 1%, we have them. Yes, like you, we make our money serving the 99%, but we want to be prepared when the opportunity presents itself to serve the 1%.