Sean Connolly CFP

Sean Connolly CFP Private Wealth Advisor, Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Smart money habits start at home. Recent Ameriprise research reveals that parents shape how kids think about everything ...
12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Wishing you and your loved ones happiness, peace and joy this holiday season.
12/18/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of t...
12/10/2025

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of tax deferral could keep more of your money invested and the solutions that can help.

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can co...
12/01/2025

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can cover almost any service that helps you maintain your quality of life. Let’s talk about the financial options to help you cover the costs of long-term care.

You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give a...
11/19/2025

You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give as much as possible by protecting your legacy—and potentially increasing the value of what you leave behind.

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
11/18/2025

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax bene...
11/13/2025

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax benefits. How will you give back this holiday season?

Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you...
11/10/2025

Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you love or causes important to you is likely on your mind. Let’s talk about your legacy goals and how we can protect it.

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside expos...
11/03/2025

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside exposure, while maintaining growth opportunities for your investments. Curious on how this might fit into your strategy? Let’s connect.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/15/2025

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

What you build today can also create a legacy that crosses generations. With the right strategy, you can help meet your ...
10/15/2025

What you build today can also create a legacy that crosses generations. With the right strategy, you can help meet your financial goals and provide for those you care about. Let’s talk about ways that you can create an impact for generations to come.

Address

10 New England Bus Ctr Drive Ste 109
Andover, MA
01810

Telephone

+19782696344

Website

Alerts

Be the first to know and let us send you an email when Sean Connolly CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sean Connolly CFP:

Shortcuts

Share

Category