Carol Donnelly

Relationship Manager at Byrne Financial Freedom - Franklin Town, MA, US

Carol Donnelly's Contact Details
HQ
508-528-9366
Location
Company
Byrne Financial Freedom
Carol Donnelly's Company Details
Byrne Financial Freedom logo, Byrne Financial Freedom contact details

Byrne Financial Freedom

Franklin Town, MA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

We are an Independent Investment Management firm that specializes in managing money for high net worth individuals. We have a comprehensive approach to helping our clients. We do not believe in a "one size fits all" mentality. We believe that all clients have different needs. We work closely with clients to determine their needs and goals, and then create a personalized and custom investment strategy for them.We provide a wide range of services including:• College Planning • Retirement Income Planning • Tax Minimization Planning • Estate Planning Services• Business Planning Services• Asset Management• Life InsuranceWe offer the following investment types:• Equities, Bonds, Mutual Funds• Variable and Fixed Annuities• ETFs and Index Funds • REITs, BDCs, and Structured NotesMission:Our mission is to enrich our clients' lives by providing sound financial advice through education, communication and personalized service. We strive to maintain long-term relationships with our clients by performing our duties in an ethical, fair, and honest manner. Byrne Financial Freedom, LLC is your CFO for life.Securities offered through LPL Financial, Member FINRA/SIPCwww.FINRA.orgwww.SIPC.orgFor hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above.For a list of states in which we are registered to do business, please visit www.byrnefinancialfreedom.com.

Investments Financial Planning Insurance Retirement Income Planning Stocks Bonds Mutual Funds Annuities Alternative Investments College Planning ETFs Index Funds Equities Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Byrne Financial Freedom
Frequently Asked Questions about Carol Donnelly
Carol Donnelly currently works for Byrne Financial Freedom, LLC.
Carol Donnelly's role at Byrne Financial Freedom, LLC is Relationship Manager.
Carol Donnelly's email address is ***@byrnefinancialfreedom.com. To view Carol Donnelly's full email address, please signup to ConnectPlex.
Carol Donnelly works in the Investment Management industry.
Carol Donnelly's colleagues at Byrne Financial Freedom are Jason Weiss, Joseph Byrne, J. Walsh, Wendy Mather-Chipman, Janet Pultz, Brian Byrne, Conor Field and others.
Carol Donnelly's phone number is 508-528-9366
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