Welcome to ArborStone Financial

We are excited to announce that we have established our own registered investment advisor practice to serve our clients with complete independence. To learn more about the transition and the benefits to you, click below!

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Important Notice

You are now leaving the ArborStone Financial website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with ArborStone Financial or any advisor(s) whose name(s) appears on this Website. ArborStone Financial is independently owned and operated. Schwab neither endorses nor recommends ArborStone Financial. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with ArborStone Financial under which Schwab provides ArborStone Financial with services related to your account. Schwab does not review ArborStone Financial's website, and makes no representation regarding the content of the website. The information contained in the ArborStone Financial website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Meet Sean

Sean Connolly, CFP<sup>®</sup>

Sean Connolly, CFP®

Financial Advisor

Sean.Connolly@ArborStoneFinancial.com

Sean has over 30 years of experience advising clients on investment management and retirement planning. He manages and optimizes clients’ portfolios, emphasizing tax efficiency and long-term financial planning. Sean spends a lot of his time focusing on pre- and post-retirement needs, incorporating things like social security, pensions, and retirement accounts (401k’s and IRA’s).

Sean started his career as an Advisor with IDS which was later acquired by American Express and eventually became Ameriprise Financial. Sean received his bachelor’s degree in economics from the University of New Hampshire and is a CERTIFIED FINANCIAL PLANNER™.

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