Expert Financial Guidance for Connecticut Residents

Customized financial strategies to help individuals, families, and businesses achieve their financial goals with confidence and clarity.

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+
Years Of Experience
+
Happy Customers
%
Customer Satisfaction

Learn more about our dedicated financial services.

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Dedicated Financial Guidance Tailored to You

Connor Houlihan brings a disciplined financial approach to advising clients across Connecticut, focusing on personalized strategies for sustainable financial growth and long-term security.

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Connor Houlihan

Founder

Comprehensive Financial Services Offered

01.

Investment Management

Tailored investment strategies for growth and stability.

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02.

Retirement Planning

Strategic planning to secure your financial future.

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03.

Tax-Efficient Strategies

Maximize your savings while minimizing tax liabilities.

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Take Control of Your Finances Today

Discover how our customized financial strategies can empower you and ensure your financial future is secure and prosperous.

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What Sets Us Apart

Client-Centric Approach

We prioritize understanding each client’s unique needs and crafting tailored financial strategies that align with their individual goals and risk tolerance.

Transparent Communication

Clients receive clear, honest communication about their investments and financial plans, ensuring they are informed and confident in their decisions.

Comprehensive Expertise

With experience in investment management and financial planning, we provide holistic guidance that supports both personal and business financial goals.

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What Our Clients Say About Us

Connor made my investment strategy simple and effective. His guidance has been invaluable in achieving my financial goals.
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James Smith
I appreciate Connor’s straightforward advice and dedication to my financial success. He truly cares about his clients.
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Sarah Johnson

Our Recent Financial Success Stories

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A woman in a plaid blazer writes in a notepad with cash spread on a white table, focusing on financial planning.
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