Financial Planning

Who might you be? Craving clarity on where you want to go? Want a plan on how you’re going to get there? Want to Avoid Financial Mistakes? Feel more organized and in control of your financial future? Want to achieve your goals and dreams?

At Foley/Connelly, we understand that taking the time to discover what matters to you most is the first step in creating a financial plan that has real meaning. The way we see it, your motivation, commitment and confidence are at their best when you have a plan that is in line with your values.

Foley/Connelly will help you develop a personalized, comprehensive and integrated financial plan that helps you grow and reduce the risks to what matters most. Simply put, we help you get to where you want to go.

Contact our expert advisors for assistance in developing insurance solutions focused on your individual needs and goals.

Asset Management

If you’re responsible for assets, whether personal, institutional or corporate, chances are that you’re faced with the challenge of juggling multiple portfolios and making complex decisions in a rapidly changing economy. We know performance is key – it’s why you hire us. But performance is more than just numbers.

At Foley/Connelly, we take a comprehensive approach that combines our experience, service and discipline with an enthusiasm and confidence that allows us to provide our clients with Asset Management services. You can count on us to provide the independent advice, personalized strategies and systems that can help you make the appropriate decisions – for you.

Foley/Connelly provides a variety of Asset Management Services, including:

  • Professional Money Management Programs
  • Mutual Funds
  • Stocks
  • Bonds
  • Variable and Fixed Annuities

Contact our advisors for assistance in developing asset management solutions focused on your individual needs and goals.

 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

Feel free to use FINRA's tool, BrokerCheck, to learn about Christopher Connelly or Owen Freeman-Daniels

Any third party web site links referenced are being provided strictly as a courtesy. Neither we, Kestra IS or its affiliates are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 

This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.