Financial Connection, Inc.
Financial Connection, Inc. (CRD# 120191) is a financial advisory firm headquartered in Boca Raton, FL. They manage $741,782 in 4 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$185,446
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Ross (CRD# 1392796) is an Investment Advisor Representative working at Financial Connection, Inc. in Boca Raton, FL and has over 32 years of experience in the finance industry. Michael Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.