Phone Number: 763-639-0868

Tuesday, March 20, 2018

Small Business Owners

Hello Business Owners!  At some point you may realize that as your business revenue increases you will want to have an economical and affordable retirement plan.  There are many options.  Tom will work with you, your accountant, and trusted advisers to recommend an economical set of alternatives for you and your employees.  Simple, SEP, Safe Harbor 401k, Owner 401k and other solutions are just a few options.  You will also receive investment advice and service that the big businesses wish they could get.

Check the background of this firm on FINRA's BrokerCheck.

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Conneran Financial is Independent of ProEquities, Inc.

Please be advised that presently Thomas Conneran holds series 6, 7, 63 and 65 licenses in CA, CT, DC, MD, MN, MT, ND, TX, VA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.