Your friendly financial guide & ally to help plan for your future

Managing finances well doesn’t have to be a chore. At Connections Financial Advisors, we create a truly comfortable and educating experience as we empower you to meet your financial goals.

Who We Are

Top independent financial advisors whose aim is to plan for your financial future and make your life a little easier.

What We Do

Advise you on investment management, retirement planning, and other financial matters to help manage what you have.

Who We Serve

Families, individuals, retirees, young adults—anyone with financial goals. You don’t need substantial wealth to work with us.

Get to know Connections Financial Advisors

“We love when a client comes in and afterwards can feel like we really heard them, they didn’t feel pressured or put into a box. That makes our day. We know that financial matters can be complex or stressful—and too many people are on a path to nowhere. But helping others get a clear picture of what they need to do to pursue their financial goals is our calling. When clients feel comfortable in their financial life, that’s our win.”

— Bridget & Joe
Managers, Connections Financial Advisors

So, in everyday language,
what do you do?

Well, you know how sometimes people save and invest, but they aren’t really sure that they’ll have enough money to be comfortable and do what they want in retirement or at later stages of life? We help show them whether they are on target or not.

Then, we advise them about what to do with their resources and investments now to help get on target and stay on target.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Smart. Befriended. Empowered.

This is how we want you to feel after every interaction with us.
Too often we hear stories about everyday people dreading a visit to their financial advisors. We’re here to change that.

#1 Largest

We are registered representatives of the largest independent broker/dealer in the country, LPL Financial.

*As reported by Financial Planning magazine, June 1996 – 2019, based on total revenue.

50+ Yrs

Your assets will be personally managed by a team with 50+ years of financial services experience.

3rd Gen

Three generations of families are now using our services. We excel at earning client loyalty.

Ethics

Our own Joe Globensky was recently awarded the IARFC* Ethics Approved Seal for adherence to their Code of Ethics for financial advisors.

2 Awards

Managers Bridget Schneider & Joe Globensky are members of LPL’s Freedom Club. LPL Financial awards select advisors, out of more than 15,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s annual production.

Latest Blog Posts

5 Mistakes to Avoid in Beneficiary Designations

5 Mistakes to Avoid in Beneficiary Designations

Naming a beneficiary can be an easy way to ensure your loved ones will receive their inheritance directly without waiting until the rest of your estate has settled.  But beneficiary designations can also be problematic so you should make sure they are correct since mistakes can be costly.  Here are five critical mistakes to avoid when dealing with your beneficiary designations.

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Thanksgiving Recipes from Our Team

Thanksgiving Recipes from Our Team

By K. Bridget Schneider, CFP®, CRPC® Thanksgiving Day is approaching fast.  This celebration evokes different memories for each of us.  But for many, it suggests thoughts of food and best-loved dishes we may only see at holidays.  We thought it...

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Contact

Office: 217.605.8130
Toll-Free: 844.305.7670
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

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