FL:  561-372-6000

NY: 516-870-0600

 

Firm

Firm

Financial Connection, Inc. was founded in 1988 to satisfy the wide ranging needs of the individual consumer, as well as those of the business and professional community, for a comprehensive approach to financial planning and services. 

Throughout our growth, we have maintained a simple philosophy; We work with each client in determining their unique financial requirements and goals.  We provide the best possible professional solutions to address each individual need.   We make every effort to assist each client in achieving their financial goals.

The Financial Connection team has extensive experience in following areas:

  • Financial Planning
  • Wealth Management
  • Employee Benefits
  • Risk Management
  • Corporate Retirement Plans
  • Executive Fringe Benefits

Because of the nature of our client relationships, it has been necessary to develop expertise in a number of areas beyond that normally expected of a financial services firm.  In addition, we have working relationships with professionals in other disciplines, whom we can call on for specific advice when appropriate.

The firm maintains offices in Boca Raton, FL and Farmingdale, NY allowing us to conveniently serve both the South Florida and NYC Metropolitan Areas.

We appreciate having an opportunity to present our services to you.  Our aim is simple; to become your advisors and help you turn your needs, goals and objectives into a financial reality.

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