I joined Connell Financial Group in 1991 after 4 ½ years in public accounting. Over the past 27 years I have helped my clients meet their financial goals by creating personalized financial plans for college education, retirement, and business succession. With a focus on retirement planning I have spoken hundreds of times over the past 2 decades on Social Security, 401(k), and long-term health care.
My goal is to help you grow your money in preparation for retirement and to develop a strategy that is easy to understand, easy to implement, and will maximize your income when you get to retirement while addressing all of the key issues including Social Security, long term health care, and leaving a legacy to your family.
Jim graduated from RIT with a degree in accounting. He is a licensed CPA in the State of New York and is a member of the Estate Planning Council of Central NY, the Society of Financial Services Professionals, and the National Association of Insurance and Financial Advisors.
Jim is the founder and owner of the Salt City Business Network, a professional networking group aimed at connecting local professionals to help them grow their businesses and grow the Syracuse business community.
Jim lives in Syracuse with his wife Jennifer, two daughters, Jordan and Allison, and son Matthew.