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
Rosemarie Connolly: CPA, CFP & MST
R. Connolly, CPA
Tax Advisory Services
R. Connolly, CPA is a full service CPA firm with extensive expertise in tax, accounting, and business consulting services. Rose is also the Managing Director of R. Connolly CPA. The depth of experience of our entire staff enables us to provide practical financial analysis and tax planning for families and for a diverse spectrum of businesses and trusts.
Tax and accounting services provided by R. Connolly, CPA are separate and distinct from the advisory services of Connolly Financial Advisors, and are provided for separate and typical compensation.
Kathy Maguire: Tax Specialist and Financial Planner
Kathy also provides our clients with accurate financial analysis and planning solutions.
| Patricia Kungie: IT Director
Patricia 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., Ms. 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, Ms. Connolly was an auditor and later a tax specialist with Laventhal and Horwath, CPAs in Boston, Massachusetts.
Prior to starting Connolly Financial Advisors, Inc., Ms. Connolly was an investment advisor, a registered representative, and personal financial planner with AXA Advisors, LLC in Wellesley, Massachusetts and with Legacy Investment Advisors, Inc. in Braintree, Massachusetts.
Ms. Connolly is a Certified Financial Planner practitioner. She completed the CFP Professional Education Program from Merrimack College in 2000.
Ms. Connolly graduated from Bentley College in 1989 with a Masters of Science in Taxation.
Ms. Connolly 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, Ms. Maguire was an auditor with Arthur Anderson CPAs in Boston, Massachusetts
Ms. Maguire graduated summa cum laude from Holy Cross College in 1985 with a Bachelors of Arts in Economics and Accounting.
Patricia Kungie is the Information Technology Specialist at Connolly Financial Advisors, Inc.
Prior to starting her career 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, which she currently performs for the Connolly Financial group. She continues to be the Principal of Gadwire, providing IT support and design services to a select group of clients.
Ms. Kungie graduated with Honors from the University of Illinois in 1987 with a Bachelor of Science in Finance.
Ms. Kungie graduated from the Illinois Institute of Technology in 2008 with a Masters in Technical Communication and Information Design.