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Patrick Connelly

Financial Services Representative, Investment Adviser Representative
1305 Campus Parkway, Wall Township, NJ 07753
pconnelly@financialguide.com
Tel 732.751.3099
Direct 732.919.6117

As a Financial Services Representative with CREATIVE Financial Group, I believe in a sound relationship based on trust and understanding. My approach is based on a personal commitment dedicated towards taking the time to understand your needs and what is important to you. My philosophy is to implement a prudent approach designed to guide you in helping you achieve your financial goals. I take the time to have meaningful discussions with my clients, as well as gathering relevant personal data. Because individuals have different needs, I carefully assess each situation before making recommendations targeted to matching specific goals and dreams.

My top priority is to serve the needs of my clients’ interests first, while making appropriate recommendations that meet with their goals and objectives. I am dedicated to providing personalized service tailored to my clients, while using state-of-the-art technology to keep pace with today’s marketplace.

Qualifications:

  • Licensed to sell Life & Health Insurance in NJ, NY, PA, VT, & VA
  • Securities licensed in NJ, FL, NH, NY, PA, VT, VA, & MI. Variable Lines in NJ, NY, PA, VT, & VA
  • Licensed to sell P&C in NJ

Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MassMutual

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