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
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
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.