About Us

CONNEXFinancial was created to provide financial resources and knowledge to small and mid-sized businesses and investors. We are more than a source of the critical capital that our cilents need for growth and greater profitability. This company is prepared to play a role in the financial planning of our clients.

With CONNEXFinancial's wide range of funding options, we can design a capital plan that will meet your goals. Our clients are not forced to hammer a square peg into a round hole. Rather, we can assemble a financial plan (in close consultation with our client) that meets the specific needs of each business or investor. Not only can we select the right type of financing for each element of a business, but we can match our clients with a funding source that understands what they do and how their business works.

All of this allows us to build long-term relationships and participate in the planning and growth of each client. Whether your firm needs short-term assistance or long-term financial planning skills, we can help you achieve your goals.