Skip to main content

Home
About Us
Financial Solutions
Resources
Account Access
Contact Us

Bill O'Donnell, CFP®

Videos

This text will be replaced

Diversifying Assets

Building Cash
Diversifying Assets
Reducing Taxes

William F. O'Donnell is an agent licensed to sell insurance through New York Life Ins. Co. and may be licensed with various other independent unaffiliated insurance companies in the states of Massachusetts, Connecticut, New York, Rhode Island, and Maine. No insurance business may be conducted outside these states referenced.

William F. O'Donnell is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Massachusetts, Rhode Island, Connecticut, New Hampshire, Maine, Illinois, Missouri, Nevada, Washington and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

*William F. O'Donnell is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering financial planning and investment advisory services in the states of Massachusetts, Rhode Island, Connecticut, New Hampshire, Maine, Illinois, Missouri, Nevada, Washington and Virginia. As such, these services are strictly intended for individuals resing in the specific states referenced.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.

William F. O' Donnell is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities

Copyright 2022. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Site Map

click here.