Raymond P. Donnelly, CSA
Objective Investment and Risk Management Advise. This client-centered approach to investment planning can help assemble a diversified portfolio, including insurance and risk management strategies designed to help meet your unique goals. This includes, Lifetime Needs Analysis, and Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals.
Ray is a veteran Financial Advisor with over 37 years of experience in the fields of Financial, Insurance, Estate and Business Succession Planning. As founder of Advisors Resource Group, Ltd. Ray utilizes a network of professionals including; Estate, Tax and Elder Law attorneys, Accountants, Social Workers, and Geriatric Care Managers to structure, explain and implement plans that meet his clients objectives. Working with Ray, clients are able to set realistic goals for their financial future, enjoy a comfortable retirement, maintain control of their assets, and plan for an orderly distribution to their loved ones.
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