Megan Donnelly (CFP®, ChFC®, MBA, RICP®)

Megan Donnelly focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

My name is Megan Donnelly, and I am the founder of Quabbin Advisors.   My mission is to help my clients achieve their financial goals - and to provide some education along the way.   

The financial industry has excelled at making saving and investing seem too difficult for most people to even contemplate.  A lot of people just give up and either don't invest at all, or invest in things that they don't really understand.     I blame the advisors and sales people for that.  Too many are in the job just to sell products and make money for themselves.  Too few seem to really care whether a client fully understands how they are invested.  And most don't seem to want you to understand how much you are paying. 

I think that's wrong.  The basics of saving and investing are just that.  Basic.  I know from experience.  I have never met a person who has not been able to understand the terms of an investment when it is laid out in simple, straightforward terms.  The difficulty seems to be finding someone who is willing to do that.  That's where I can help. 

If you want to understand your finances and investments, and if you want to feel like you have a handle on what you are paying and why, contact me.  I think I can help.  

 

 

 

 

 

 

NAPFA Start Date

March 09, 2017

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This Office

22 Carla Ln Wilbraham, MA 01095-1454 Phone: (413) 313-5037