Our Commitment to You
Connolly Financial Advisors is committed to helping our clients by adhering to these important principals:
- Regular client communication and highly personalized service
- Focus on personal and financial goal achievement
- Comprehensive, fee-only financial planning
- Strong emphasis on client education
- Full disclosure of fees
- Protection of client confidentiality
- Strict observance of the Certified Financial Planners Board of Standards Code of Ethics and Professional Responsibility
Connolly Financial Advisors is a fee-only firm. Fee-only financial planners are compensated solely by client fees and do not accept commissions or compensation from any other source. In contrast, commission-based or fee-based planners are compensated entirely or in part on commissions from products recommended and sold. Both commission and fee-based planners have an incentive to invest their clients' money in products that pay the highest commissions. At Connolly Financial Advisors, Inc. we believe there is a significant conflict of interest if an advisor stands to gain personally from any action recommended to the client.
"Eighty-four percent of the financial planners on our list (of America's top 250 financial advisors) are fee-only planners." Worth, September 2001
"Financial Planners who take commissions have a built-in conflict of interest. My choice would be a fee-only planner." Newsweek, Jane Bryant Quinn
"A financial planner's compensation should be from fees alone." Money Magazine
Jim Connolly, M.B.A. is a Principal in the Environmental and Business Advisory Practice.
Jim's experience in planning for environmental compliance and sustainability ensures your company can efficiently meet monitoring and reporting obligations while your team focuses on business growth. He is adept at devising and implementing workable strategies and practices. He has successfully advocated on behalf of companies and projects with both regulatory agencies and public organizations. Jim brings his depth of experience to meeting the increasing challenges of running sustainable, eco-friendly businesses of all sizes.
Rosemarie Connolly: CPA, CFP & MST
Kathy Maguire: Tax Specialist and Financial Planner
Kathy also provides our clients with accurate financial analysis and planning solutions.
James Connolly: Tax Preparer and Financial Planning Associate
James prepares tax returns for individuals, corporations, partnerships and trusts.
James also assists with financial planning services for all of our valued clients.
Dan Yaghmoorian: Tax Preparer and Financial Planning Associate
Dan prepares tax returns for individuals, corporations, partnerships and trusts.
Dan also assists with financial planning services for all of our valued clients.
Patricia Kungie: IT DirectorPatricia is our IT Director and Document Controller. She manages the firm's technology systems, including the document management processes and the firm's compliance processes. In addition, she controls all client data security and storage.
Our Staff Biographies:
Rosemarie A. Connolly is the Principal of Connolly Financial Advisors, Inc.
In addition to being the Managing Director of Connolly Financial Advisors, Inc., Rose Connolly is also the Sole Proprietor of R. Connolly, CPA, a certified public accounting practice, which she started in 1989.
Prior to starting the tax practice, Rose was an auditor and a tax specialist with Laventhal and Horwath, CPAs in Boston, Massachusetts.
Prior to starting Connolly Financial Advisors, Inc., Rose was an investment advisor, a registered representative, and a personal financial planner with AXA Advisors, LLC in Wellesley, Massachusetts and with Legacy Investment Advisors, Inc. in Braintree, Massachusetts.
Rose Connolly is a Certified Financial Planner practitioner. She completed the CFP Professional Education Program from Merrimack College in 2000. She graduated from Bentley College in 1989 with a Masters of Science in Taxation. Rose graduated from Holy Cross College in 1985 with a Bachelors of Arts in Economics and Accounting.
Kathleen Maguire is a tax advisor of R. Connolly, CPA, and an accounting advisor and financial planner of Connolly Financial Advisors, Inc.
Prior to starting her career with Connolly Financial Advisors, Inc. and R. Connolly, CPA, Kathy Maguire was an auditor with Arthur Anderson CPAs in Boston, Massachusetts
Kathy graduated Summa Cum Laude from Holy Cross College in 1985 with a Bachelors of Arts in Economics and Accounting.
James Connolly is a Tax Preparer and Financial Planning Associate.
Prior to starting his career with Connolly Financial Advisors, Inc., James worked as an accounting executive for Lean Enterprise Institute, which is a nonprofit that transforms organizations through lean thinking and practice.
Dan Yaghmoorian is as Tax Preparer and Financial Planning Associate.
Prior to starting his career with Connolly Financial Advisors, Inc., Dan was a tax associate with Daigle & Associates in Boston, Massachusetts, where he provided tax services to high net worth individuals.
Dan graduated Summa Cum Laude from Merrimack College in 2016, with a Bachelors of Science in Business Administration, with a concentration in Accounting and Finance.
Patricia Kungie is the Information Technology Specialist at Connolly Financial Advisors, Inc.
Prior to working with Connolly Financial Advisors, Inc. and R. Connolly, CPA, Patricia founded her own web design business, Gadwire. Her strong background in User-Centered Design and Information Technology made her a natural for streamlining documentation and document management processes. Currently, she provides IT support and design services on an occasional basis for the Connolly Financial group.
Patricia graduated from the Illinois Institute of Technology in with a Master of Science in Technical Communication and Information Design and graduated with Honors from the University of Illinois in with a Bachelor of Science in Finance.