Ricon Data Systems - Terence Connell CPA

Ricon Data Systems - Terence Connell CPA

5.0(4 reviews)
Offers online services
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.


Highlights

Hired 1 time
1 employee
35 years in business
Serves Mt Morris , IL
Offers online services

Payment methods

Cash, Check, Venmo, Paypal, Apple Pay, Google Pay, Stripe, Zelle, Bitcoin

Social media


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!
    ... Show more
    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.
    ... Show more
    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!
    ... Show more
    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.
    ... Show more
    August 31, 2020

    Frequently asked questions

    Phone interview, live appointment, email/text, discuss needs, goals, requests, target due dates.


    Services offered

    Wills And Estate Planning
    Business Consulting
    Business Tax Preparation
    Financial Services And Planning