Donlan Wealth Management

Donlan Wealth Management is a financial planning and wealth management practice with a focus on retirement planning. The firm describes a team-based approach, with its partners and staff combining more than 50 years of industry experience, and it manages client portfolios on a fee-based asset management basis.

The office is at 40 Brinkerhoff Street in Plattsburgh, and clients can reach the team by phone or through the contact form on the website. Securities and advisory services are offered through LPL Financial, and the team notes that its representatives only discuss business with residents of states where they are registered.