Connolly Financial

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

752 Main Ave Ste 201, Durango, Colorado,...

Phone Number

(970) 426-5300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Connolly Financial

Connolly Financial is an independent wealth management firm that specializes in customized financial advisory services. They cater to high net worth families, individuals, and business owners, providing tailored strategies for wealth management, estate planning, and tax optimization. The firm operates under a fiduciary standard, ensuring that clients' best interests are prioritized without outside influence. With a commitment to integrity and collaboration, Connolly Financial aims to help clients achieve their unique financial goals.Explore more
Connolly Financial's Social MediaPopular SearchesConnolly Financial LLCConnolly FinancialConnolly Financial Holdings IncConnolly Financial - Wealth ManagementConnollyFinancialSIC Code 62,628NAICS Code 52,523Show more

Connolly Financial Org Chart

SC
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Chief Executive Officer

PhoneEmail
Kereth Connolly, Chief Operations Officer at Connolly Financial
United States flag for contact location.

Chief Operations Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Connolly Financial

<$5M
1-10
Private
-
2009
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2014
KH
Kerrie HaggartyPara-Planner and Administrator Supervisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Connolly Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Connolly Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Connolly Financial.

Connolly Financial Tech Stack

A closer look at the technologies used by Connolly Financial

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Frequently Asked Questions Regarding Connolly Financial

What is Connolly Financial's official website?
Connolly Financial's official website is www.connolly-financial.com
What is Connolly Financial's Revenue?
Connolly Financial's revenue is <$5 Million
What is Connolly Financial's SIC code?
Connolly Financial's SIC: 62,628
What is Connolly Financial's NAICS code?
Connolly Financial's NAICS: 52,523
How many employees does Connolly Financial have?
Connolly Financial has 1-10 employees
What industry does Connolly Financial belong to?
Connolly Financial is in the industry of: Finance, Securities Trading
What is Connolly Financial competition?
Connolly Financial top competitors include: Ratcliff Financial Services, Waterford Advisors, Radnor Financial Advisors, Sterling Total Wealth Solutions
What technology does Connolly Financial use?
Some of the popular technologies that Connolly Financial uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Connolly Financial?
Connolly Financial contact info: Phone number: (970) 426-5300 Website: www.connolly-financial.com
What does Connolly Financial do?

Connolly Financial is an independent wealth management firm that specializes in customized financial advisory services. They cater to high net worth families, individuals, and business owners, providing tailored strategies for wealth management, estate planning, and tax optimization. The firm operates under a fiduciary standard, ensuring that clien... ts' best interests are prioritized without outside influence. With a commitment to integrity and collaboration, Connolly Financial aims to help clients achieve their unique financial goals.Read More

What are Connolly Financial social media links?
Connolly Financial Linkedin page Connolly Financial Twitter page Connolly Financial Facebook page
Is Connolly Financial a public company?
Connolly Financial is private company therefore does not currently have an official ticker symbol
See more information about Connolly Financial

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