Garrett Conn


    Focus: Insurance Strategies, Investment Strategies, Financial Education, Charitable Giving, Risk Management Strategies, Business Owners, Group Benefits

    Languages: English

    BUSINESS PHILOSOPHY

    My goal as a Financial Services Professional is to teach my clients how to navigate their financial goals.  Whether you are just getting started or about to retire, my job is to help you along the way.  It is not only important to accumulate assets but to protect them from an unexpected life event.   My personal mission is to become a lifetime resource for each and every one of my clients and their families.

     

    INDIVIDUAL SERVICES

    Wealth Accumulation Strategies

    • Retirement Planning & Income Strategies
    • Mutual Funds/ Exchange Traded Funds / Individual Securities
    • IRA Consolidation/ Rollovers
    • Fixed and Variable Annuities
    • Education Funding Strategies
    • Pension Payout Alternatives

    Family Protection/Wealth Preservation Strategies

    • Comprehensive Financial Strategizing
    • Life Insurance and Risk Management
    • Long Term Care Insurance
    • Mortgage Protection (through Life Insurance & Disability Income Insurance)
    • Charitable Giving Strategies
    • Estate Conservation Strategies

    BUSINESS SERVICES

    Retirement Plans/ Employee Benefits

    • 401(k)/ Profit Sharing Plans
    • 403 (b) & 457 Plans
    • Defined Benefit Pension Plans
    • Group Insurance (Life, DI, Health & Dental)
    • SEP and SIMPLE IRA Plans
    • Money Purchase Plans
    • Flexible Spending Accounts

     

    PERSONAL INFORMATION

    • Grew up in the Pittsburgh area, and moved to the DC/Baltimore Metro area in June of 2015 after getting married to my wife Jenna, where we currently reside
    • Graduated from Westminster College with bachelor’s degrees in Accounting and Criminal Justice in 2014 and 2015
    • Lifelong New York Mets fan, which you will always see me root for when they are in DC
    • On my free time, I enjoy watching and going to baseball games

    Education

    Westminster College, Bachelors in Crimina Justice, 2014
    Westminster College, Bachelors in Accounting, 2015

    See Garrett’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Garrett

    *Fields are required

    Elkridge Satellite Office - Marshalee Drive

    Satellite Office

    6085 Marshalee Drive Suite 210
    Elkridge, MD 21075-6023

    CRN202010-238591