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Bill O'Donnell,
 CFP®
Financial Adviser*
Phone (401) 276-7401
Fax

(401) 276-7920

Email
Map Pin

640 George Washington Highway

Bldg B Suite 103 Unit 4

Lincoln, RI 02865

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!

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Disclosure

William O Donnell is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, FL, MA, ME, NH, NV, NY, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

William O Donnell is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 640 George Washington Hwy Bldg 103, T 4, Lincoln, RI, 02865, 401-276-7401. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, IL, KS, MA, ME, MO, NH, NV, RI, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

William O Donnell is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, IL, KS, MA, ME, MO, NH, NV, RI, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.