Connolly Financial Advisors, Inc

Connolly Financial Advisors, Inc We provide professional wealth management services to develop and protect the financial well-being of you and your family. Call/Email with Questions

Our years of experience and expertise function as the keystone in the realization of your financial goals.

In case you’re in need of a little inspiration, we wanted to share this powerful, timeless reminder from Winston Churchi...
09/04/2024

In case you’re in need of a little inspiration, we wanted to share this powerful, timeless reminder from Winston Churchill.

Feel free to share this post as a helpful reminder to others in your network, and as always, reach out if we can be of assistance. We are here to help your business thrive.

Some information to start planning your financial physical for 2021
01/06/2021

Some information to start planning your financial physical for 2021

The last thing anyone wants to do right now is reflect on this year. It was dreadful. Let’s move on. Before you do, though, it’s a good idea to take stock of how your finances may have changed during the last 12 months and make any needed adjustments. Here are five areas of your finances...

Now that the holiday season has past there is still time to plan for 2021 to get your money in order.
01/05/2021

Now that the holiday season has past there is still time to plan for 2021 to get your money in order.

Before you ring in the New Year and hope for better times ahead, do these things to set yourself up for financial success.

Ideas to help you get going on your estate plan inexpensivelyGreat ideas to help you get started with putting together a...
01/04/2021

Ideas to help you get going on your estate plan inexpensively
Great ideas to help you get started with putting together and estate plan, even if you don't have a large estate

Most Americans don't have an estate plan. But there are things you can do to protect your assets without breaking the bank.

10/29/2020

SCAM regarding PPP loans!!!!!!!!!

As you know, the Paycheck Protection Program Loans (PPP) are forgiven when certain documentation is provided.

Many state societies of CPAs have reported that certain businesses are being visited by fraudsters purporting to be from the US Small Business Administration (SBA).

The fraudsters are providing “official” (fake) credentials with hopes that the business has obtained a PPP loan, and these criminals are claiming that site visits are necessary by the SBA.
The fraudsters are apparently asking for financial documents (bank statements, cancelled checks, payroll records etc.) that would contain information that could later be used for identity theft and other criminal purposes.

Please be aware that the SBA is not doing any site visits related to PPP at this time.

As always, please contact us at CFA team, if you have any questions or concerns. 800-758-1112

For more information check out the SBA website https://lnkd.in/d-m4_XQ

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Every organization that wants to survive future shocks like the one we have been experiencing through COVID-19 and other...
10/13/2020

Every organization that wants to survive future shocks like the one we have been experiencing through COVID-19 and other things that arise in the future, need to develop options to make changes quickly.
This article gives a framework of how to plan for change in the future.

2020 has been a year so full of shocks that calling it unprecedented, unanticipated, or a year like no other is now a cliché. Globally it’s been an extraordinary time and the volatility is unlikely to stop any time soon. Indeed, the continued effects of managing the pandemic are in some regions j...

An interesting article on the history of Christopher  Columbus. If you have the day off today. Enjoy!
10/12/2020

An interesting article on the history of Christopher Columbus. If you have the day off today. Enjoy!

Columbus's famed voyage was celebrated by Italian-Americans, in particular, as a pathway to their own acceptance in America.

There is a reason to stay healthy and "be life confident"
09/04/2020

There is a reason to stay healthy and "be life confident"

Too many advisors don’t work hard enough to help clients understand the connection between physical and financial health.

Here are good reasons to make sure you name a beneficiary for your IRA.
09/03/2020

Here are good reasons to make sure you name a beneficiary for your IRA.

If you've inherited an IRA, you have a task to take care of: designating a beneficiary. It doesn't take long and can resolve problems.

Address

1001 Darby Road/2nd Floor
Havertown, PA
19083

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18007581112

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