boardwalk path through tall grass
Headshot of Bill   O'Donnell

Bill O'Donnell, CFP®
Financial Adviser*

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, I believe that it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer.

Do you have concerns about any of the following?

  • Estate Planning

  • Business Planning

  • Retirement Planning

  • Education Planning

  • Investment Planning*

  • Risk Management Planning

As a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, I can provide you with a customized plan to help address your concerns and help you achieve your financial objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest!

Articles