Connexus Investment Services Group

Reach your financial goals with our complimentary investment services for members.

About our Investment Services

All Connexus members are eligible for a complimentary financial consultation with one of our experienced Financial Professionals. We’ll create the initial plan and review it annually to make sure you’re on track to reach your goals.

How to get started

Contact a Connexus Financial Professional

Our advisors will work with you to create a plan based on your goals. Together, you’ll turn those plans into reality.

Choose a financial professional

Check the background of the investment professional associated with this site on FINRAs BrokerCheck

This is a free tool that researches advisors, brokers, or firms to help you make informed choices based on employment history, licensing information, and more.

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Educational investment tools

Get instant access to a library of educational articles and interactive planning calculators.

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