Listed In: Financial Planning, Investment Services, Tax Return Preparation
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… 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. Read more