Connors Wealth Management
Financial Services • 
Cocoa Beach, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 101 N. Atlantic Avenue, Cocoa Beach, FL 32931, US |
| Phone number | +13218680772 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Services, Wealth Management, Financial Planning, Estate Planning, Investment Management |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Key Contacts at Connors Wealth Management
Justin Connors
Founder And Ceo, Wealth Advisor
Jillian Loretoni
Executive Receptionist / Director Of First Impressions
Connors Wealth Management Email Formats
Connors Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@connorsllc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@connorsllc.com | 100% |
About Connors Wealth Management
Connors Wealth Management is a full-service, independent, financial planning and investment management firm headquartered in Cocoa Beach, Florida. Every Relationship begins with a Discovery Process. A Wealth Plan is created to understand the investor's financial landscape and determine an investment return needed to attain goals. Using Riskalyze (cutting edge portfolio risk management software) to identify the investor's risk profile, the team then develops a custom portfolio using a "bucket strategy" approach, which matches a goal and time frame with each investment account, focusing on a sustainable retirement for each client. -Financial Planning -Investment Management -Life & Long-Term Care Insurance Transparency in Stock Portfolio Investments -Remove Investment Fund Expenses -Clarify What You Have Invested -Dynamic Online Portal: Performance Reporting, Financial Planning, Portfolio Risk Management Unique Service & Communication Model: -Custom Weekly Market Commentary -Monthly Advisory Letter & Portfolio Updates -Personal Phone Call from team every 30 days -Face-to-Face Quarterly Reviews -Client Appreciation & Educational Events throughout the year Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Connors Wealth Management are not affiliated.
Connors Wealth Management revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $334,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Connors Wealth Management has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Connors Wealth Management has never raised funding before.
Connors Wealth Management Tech Stack
Discover the technologies and tools that power Connors Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Australia
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Frequently asked questions
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