Empowering Your Financial Future
At Connolly, Steele + Company, we understand that every business and individual is unique, with their own set of challenges and goals. That's why we're committed to providing personalized financial guidance and advisory services that cater to your specific needs. Our team of experts is dedicated to helping you achieve your financial objectives, whether it's improving your business's financial performance or creating a sound personal financial plan.
Our Services
Our services are designed to provide you with flexibility and accessibility. We offer a range of financial advisory services that cater to your specific needs. Our Business Financial Services include:
- Financial planning and forecasting
- Accounting and bookkeeping
- Tax planning and preparation
- Financial statement preparation
- Business valuations
- Corporate restructuring
Our Personal Financial Services include:
- Personal financial planning
- Tax planning and preparation
- Estate planning
- Retirement planning
- Wealth management
At Connolly, Steele + Company, we believe that communication, learning, and careful planning are essential to achieving your financial goals. That's why we take the time to understand your business, your current situation, and your goals. We'll work with you to develop a customized financial plan that meets your specific needs and helps you achieve your financial objectives.
Our Team
Our team of experts has over 100 years of combined experience in public accounting. We're committed to delivering exceptional service and results. Our team includes:
- Li Connolly
- Brandon McCleary
- James Bridges
- Gretchen Cetti
- Mike Connolly
- Kelly DeAugustino
- Connie Deichler
- Laura DelFratte
- Matt Dodson
- Brian Dulick
- Darlene Fallert
- Christopher Green
- Dan Keller
- Kristen Patcher
- Becky Farr
- Christine Hummel
- Patrick Leedy
- Stephanie Schneider
- Zoe Geissler
- James Kariss
- Mike McKown
- Eugene Smith
- Lewis Steele
- Linda Werner
- Leslie Whalen
What Our Clients Say
"We can say, without reservation, that the entire staff of Connolly, Steele + Company is the most professional, knowledgeable, and friendly company with which we work." - T.J. Bellotti Jr. of Bellotti Home Cleaning Services
"We're committed to delivering exceptional service and results. Our team has over 100 years of combined experience in public accounting.
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