O'Donnell & Associate15 Jersey Ave, Ste 2, Port Jervis, NY 12771
O'Donnell & Associates provides Financial and Asset Management services to individuals. Our Mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. Stephen O'Donnell, Sr. works with his clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.