I am a Financial Professional at Dolan Associates Insurance & Financial Services where I serve the insurance and financial needs of business owners in the tri-state area. Dolan Associates Insurance & Financial Services offers insurance and financial products and services, specializing in personalized solutions that safeguard clients' assets and promote long-term financial well-being with expert guidance. With over 40 years of experience in the industry, I have the credentials and expertise to help my clients achieve their financial goals and personal dreams.
My mission is to help empower business owners to attain their vision and mission. I work with my clients to understand their business, how it works, and what's important to them, and develop a tailored strategy to achieve their hopes and dreams. I am a tenacious advocate for my clients and a trusted partner in their success.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.