Offers online services
About
Business is a science but helping people and their families is more like an art. Providing the clients with what they want and to suit their needs is the focus.
40+ years experience accounting and taxes, IT, and business systems, business & personal financial strategies.
CPA, QuickBooks ProAdvisor
Insurance Life & Health, Securities Series 6, Series 63, Series 65
https://www.facebook.com/Ricon-Data-Systems-Terence-Connell-CPA-273630092688293/
http://linkedin.com/In/TerryConnell
I have always enjoyed working with people who are coachable and are just as willing to work with me to accomplish hitting their goals.
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Photos and videos
Reviews
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AC
A. C.
terry is very kind and patient especially to a computer illiterate like me!
August 31, 2020
JW
Jeb W.
Used to work with this guy.
I am very computer savvy myself.
But Terry is super experienced and I noticed that his prices are very reasonable.
August 31, 2020
JI
Jo I.
I was taking an online course. Hit with an issue I can not move on.
Mr. Connell cleared my computer cache, etc. effortlessly remote.
In less than an hour, I was up and going!
August 31, 2020
CR
Cleo R.
Terry Connell is the best IT contact everyone in the office has ever experienced for the last 15 years. He has 30 years of experience. He can troubleshoot any software program, IT hardware, etc..
Not to mention he is a CPA, financial analyst, etc.
August 31, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Phone interview, live appointment, email/text, discuss needs, goals, requests, target due dates.
Services offered
Wills And Estate Planning
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning