Conner Financial Group, LLC
David L. Conner
President
704-869-8102
david.conner@connerfinancial.com

Welcome
It is the mission of Conner Financial Group, LLC to provide you with personalized service from our diversified team of associates and to help you meet your financial goals.   We strive to form long-lasting relationships based on mutual trust and respect.   We are passionate about helping our clients avoid unnecessary risk with their hard-earned retirement assets.
 
Conner Financial Group, LLC provides answers to the questions that concern those preparing for retirement, as well as others who are already enjoying it.  Our primary focus for those preparing for retirement is the importance of Social Security Timing and the numerous variables that affect your benefits over time.
 
To schedule a FREE, no hassle, second opinion retirement consultation, please give us a call today. 
Newsletters
  • Just How Risky Is Your Portfolio?
    If you're like most people, you probably evaluate your portfolio in terms of its return. However, return isn't the only factor you should consider; also important is
  • Coordinating Social Security Benefits with Other Retirement Assets
    Social Security provides retirement income you can't outlive. And, in addition to your own benefit, your spouse may be eligible to receive
  • Happy Healthday! HSAs Turn 10
    Created 10 years ago as part of the Medicare Prescription Drug and Modernization Act of 2003, health savings accounts (HSAs) have gained in popularity over the
  • What is a payable on death (POD) account?
    A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the
  • What is a joint bank account?
    A joint bank account lets you name a co-owner for your bank account. Funds in the account transfer to your co-owner automatically if you die. Your estate generally
    
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Upcoming Events
  • Social Security
    Tuesday, May 21, 2013
    6:00 PM - 7:00 PM
    How You Can Maximize Your Social Security Income Stream
    
Start With Trust
Better Business Bureau
Conner Financial Group, LLC is proud to be ranked the highest in class for Accredited Businesses in the greater Charlotte, NC area.  See Our Rating
Gaston Chamber of Commerce
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Conner Financial Group, LLC is an active member of the Gaston Chamber of Commerce located in Gastonia, NC.  See Our Business Listing Here
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 IMPORTANT DISCLOSURES

Conner Financial Group, LLC does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.