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Charlotte McConnell- Financial Advisor

Business hours

Monday 9:00am to 5:30pm
Tuesday 9:00am to 5:30pm
Wednesday 9:00am to 5:30pm
Thursday 9:00am to 5:30pm
Friday 9:00am to 5:30pm
Saturday -
Sunday -

Note: By Appointment Only

About us

From Charlotte McConnell- Financial Advisor Security Service Investment Group

Saving for retirement doesn’t mean you can’t live to the fullest. Our financial advisors can help create a plan so you can invest in your future without missing out on all the great things you want to accomplish now. Make sure you’re set up for retirement, and getting the best of today. Set up a complimentary consultation so we can get you on the right track.

Ready for a better checking account? Learn more.

Products Trust Accounts, Mutual Funds, Stocks, Bonds, IRAs, Real Estate Investment Trusts (REITs), Unit Investment Trusts, Sel Employed Pensions (SEPs), 401K Plans, SIMPLE Plans, Life Insurance, Long-Term Care, Fixed and Variable Annuities, Custodial Accounts: UGMA and UTMA
Services Financial Planning, Advisory Services, College Planning, IRA Distribution Options, Solutions for Business Owners

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