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Financial Connections

Financial Connections Group, Inc. works with individuals and families to create a secure financial future.

They are a fee-only firm and offer financial planning and investment services to a wide range of clients. Financial Connections Group is a socially progressive company and offer socially responsible investing as a viable option with broad expertise and individual attention.

The
Goals

The primary objective was to build a lead generating website. The company wanted to increase leads by having visitors book appointments directly on the site. Secondarily, Financial Connections wanted to present services in a way that was easy for all age groups to understand. Finally, it was important to look great on all device types and highlight the firm’s strengths.

The
Results

A responsive WordPress website that reduces friction between visitors and the firm. It is now very easy to get in touch with Financial Connections on the new site. Visitors can quickly book appointments or read the latest news. Custom page templates give some texture to the browsing experience. Call to action buttons and feature rich plugins produce conversion results. The content management system makes publishing easy and the premium visual editor allows administrators to simply add rich media, content and documents with various drag and drop style elements.

“We had very specific desires, and State Creative did an excellent job managing our demands and meeting expectations, sometimes even going above and beyond.

They understand they’re working with people who don’t necessarily speak tech industry language, and they do an excellent job of explaining their process.”