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Financial Connection, Inc.

EST. AUM
$93,680

CONTACTS

CLIENT ACCOUNTS
5

Firm Details

Metro area Boca Raton, FL
CRD Number 120191
Website financialconnectioninc.com
Client types

Overview

Financial Connection, Inc. is an independent Registered Investment Adviser (RIA) founded in 1988 and headquartered in New York. Led by Founder and President Michael Ross, CFP®, the firm provides personalized wealth management, investment advisory, and financial planning services to individuals, families, business owners, and entrepreneurs. Operating under a fiduciary standard, Financial Connection delivers customized investment strategies, retirement planning, tax-efficient wealth management, employee benefits consulting, and estate planning tailored to each client's financial objectives. Through personalized portfolio management and objective financial guidance, the firm helps clients preserve wealth, manage risk, and achieve long-term financial success.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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