Raymond P. Donnelly
Financial Representative @Lincoln Investment
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WORK HISTORY
Financial Representative @Lincoln Investment
Lifetime Needs Analysis I develop long-term working relationships with clients and their families, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.* Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals I take pride in listening to my clients and helping them achieve their indivdual goals. Whether it be one specific goal such as building a retirement \"Nest Egg\", or a more comprehensive plan to satisfy several goals such as planning for college, helping with the loss of a loved one, or protecting your \"Nest Egg\" from the devastating cost of Long Term Care in later life, I will be there to help you and your family.* Objective Investment and Risk Management Advice This client-centered approach to investment planning can help you assemble a diversified * portfolio including insurance and risk management strategies designed help meet your unique needs. Go To My Website: or email me at: r••••••••@lincolninvestment.com *diversification dose not guarantee a profit or protect against a loss. Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC ACSIA Partners, Advisors Resource Group, Ltd, and the above firms are independent, and non-affiliated. Legal and tax services are not supervised by or offered through Lincoln Investments or Capital Analysts.
ABOUT RAYMOND P. DONNELLY
Ray is a veteran Financial Advisor with over 39 years of experience in the fields of…
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