Maureen A. O'Donnell, CLU®

Wealth Management Advisor


Helping Create Your Financial Plan

The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.  

I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.

Speaking Event - June 1, 2017

Maureen O'Donnell will be speaking at The Arbors in Jericho, NY on June 1, 2017 on the topic of Long Term Care planning. Please join us!

Top 50 Future CEOs

Great night celebrating Top 50 Future CEOs on Long Island.  March, 2017, Garden City Hotel.



Movie Theater Client Event



Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions Americans’ personal information. Here’s what to do if you’re at risk.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.


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