Welcome to Foley/Connelly Financial Partners
Foley/Connelly Financial Partners offers a mix of professionalism and outstanding service to high net worth individuals and small- to medium-size corporations. Trust, integrity, and a long-term commitment to the client are what make our firm special.
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  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

Feel free to use FINRA's tool, BrokerCheck, to learn about Christopher Connelly or Owen Freeman-Daniels

Any third party web site links referenced are being provided strictly as a courtesy. Neither we, Kestra IS or its affiliates are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. 


This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.