Services

Welcome to Flynn Financial, a wealth management firm in Connecticut focused on Wealth Management, College Planning and Tax Preparation.

We are a goal oriented firm that caters to individuals, families, business owners and executives.  Our personalized approach is one of the defining aspects that makes our firm unique and effective.  We build strong, lasting relationships with our clientele to better understand where they are now and where they want to be so that we can develop a strategic financial plan allowing the client to focus on what’s important in life.

We are dedicated to helping our clients create, protect and accumulate their wealth.


We focus in the following areas:

  • Wealth Management:
    • Investment Advisory Services
    • Small Business Retirement Plans
    • Asset Allocation Strategies
    • Money Management
    • Retirement Planning Strategies
  • College Planning:
    • Expected Family Contribution Determination
    • Financial Aid Planning & Preparation
    • Tax Scholarships
    • 529 Investments
  • Tax Preparation:
    • Individual Tax Preparation
    • Small Business Returns
    • S Corporations & Partnership Returns
    • Tax Guidance & Planning

 


Flynn Financial | David Flynn | Financial Advisor in Connecticut

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