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Thomas G. Donaghy

Senior Vice President – Investment Officer, Senior Fundamental Choice Portfolio Manager

Helping Clients Succeed Financially

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

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Business Services

Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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College Savings Plans

As a parent or grandparent, you’re probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can’t avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It’s all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer’s.  Find out why we recommend insurance as part of your investment plan.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some I offer to help you build your plan for the future and for now.