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Kevin J. Donnelly, CFP®

KJ Donnelly Planning LLC

111 East 85th St
Ste 14C
New York, NY 10028
Phone: (212) 996-3535
Fax: (646) 607-2018

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.