Neil Connolly, CFP, serves as a dedicated advocate for clients in Overland Park, KS. With over 25 years of experience in the financial industry, Neil specializes in building a customized financial plan first, then building an investment portfolio as the engine for your wealth strategies.

As a fee-only fiduciary, Neil puts your interests firstmeaning no commissions, no hidden agendas, and total transparency. His expertise includes:

Dynamic Portfolio Management: Balancing risk with market opportunities.

Tax-Efficient Planning: Integrating tax preparation with wealth strategies to protect your bottom line.

Retirement & Estate Strategy: Designing sustainable income streams and legacy plans.

Opening Times

Mon

08:30AM - 06:00PM

Tue

08:30AM - 06:00PM

Wed

08:30AM - 06:00PM

Thu

08:30AM - 06:00PM

Fri

08:30AM - 06:00PM

Payment Methods Accepted
American Express, Debit, Android Pay, Check, VISA, Mastercard, Samsung Pay

Services:
Tax Planning, Estate Planning, Wealth Management, Education Savings Consultant, Financial Planning, Investment Advising, Retirement Savings Consultant

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