Welcome My Website!

ebc5d4d696ce723942c96b7314c925b0

Raymond P. Donnelly, CSA is a veteran advisor with over twenty-seven years of experience in the fields of Financial, Insurance, Estate and 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.

“I understand the important role of a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, I can provide:”

-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.

-Personalized Strategies and Solutions 

I take pride in listening to my clients and helping them achieve their individual goals.

-Objective Investment and Risk Management Advice

We provide a client-centered approach to invest planning can help you assemble  a diversified portfolio

Testimonials

  • Ray is great! His advice has set me and my families finances and investments up which give us great peace of mind. I highly recommend Ray!

    Michael McDonough

Our Services

Raymond P. Donnelly, CSA provides the best of services on Long Island. If you have any questions at all please feel free to contact us.

Contact Ray
Investment & Financial Planning
Retirement Planning
College Education Planning
Life & Long Term Care Insurance

RAYMOND P. DONNELLY, CSA

Financial Representative