Connor Mahoney

Connor works with a diverse group of clients and focuses on guiding individuals, families, and business owners in their financial journey. He helps them learn how to manage, save, invest, and protect their money to help get started on the right track to financial success. The driving force behind Connor's excellent service to his clients is strong relationships. By taking a compassionate and understanding approach to financial consulting, he spends time truly getting to know his clients. Together they create a strategy that reflects each individual's unique goals and dreams, while helping to relieve the stress and anxiety that often surrounds finance.

 

Connor can also help with answering questions, including but not limited to:

 

Can I retire early?
What should I do with my former retirement plan? Are my investments working hard enough?
What's a good approach for college funding?
Do I have enough life insurance for my family?
How do I create a steady income stream during retirement?

 

Connor resides in Boston, MA. Outside of the office, Connor enjoys coaching basketball, waterskiing, biking, boating, and spending time with family & friends.

Credentials

 
FINRA Series 7 & 66
Life, Long Term Care, Disability and Health Insurance Licenses
Bachelor’s Degree in Finance & Business Analytics, Le Moyne College   
Registered Representative Securian Financial Services
Investment Advisor Representative, Securian Financial Services