Paul Donnelly, ChFC, CLU

Paul Donnelly, ChFC, CLU

Partner, Qualified Plan Specialist

Retirement Planning Specialist

At Retirement Group

My professional qualifications are:

Chartered Financial Consultant, Chartered Life Underwriter  
Retirement Planning Specialist
Qualified Plan Specialist
Executive Benefits Specialist
Life & Health insurance in various states
FINRA Securities registrations:  Series  6, 7, 63, 65

 

 

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of
a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.  

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion 
of an internal training program and written assessment.


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-326-5235
Fax 732-326-5285
Mobile Phone 609-731-0210
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