Donnelly Financial Services

While approaching and transitioning into retirement we are faced with a number of high impact financial decisions. As a solo Certified Financial Planner focused on retirement transition planning, I support and guide my clients through the retirement decision making process from start to finish. Together we address areas including retirement income planning, portfolio management, tax planning, social security planning, and legacy planning. I strive for a deep understanding of my clients financial needs and priorities in order to develop a financial plan that provides long-term peace of mind. Ultimately, a plan is only as effective as its implementation. Throughout your retirement I will be your financial quarterback for plan implementation and investment management.

网站

https://donnellyfinancialservices.com/

Donnelly Financial Services的外部链接

所属行业

金融服务

规模

1 人

总部

Forest Hills，New York

类型

私人持股

创立

2020

领域

retirement planning、financial planning、early accumulation planning、retirement income、social security planning、tax planning、investment management、IRAs、401k、portfolio strategy和insurance