New York > Port Jervis > O'Donnell & Associates

O'Donnell & Associates

Verified Listing

(845) 858-3800
15 Jersey Ave
Port Jervis, NY 12771
Category: Business & Professional Services & Supplies:Business Services:Business Financing Services:Business & Economic Development:Investments:Financial Planners


About

I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.


Products And Services

Estate & Retirement Planning Strategies
Saving for Education
Family Finances


Payment Options


Languages Spoken

English


Year Founded

2009


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