Megan Donnelly, CFP®, ChFC, RICP, MBA Quabbin Advisors
- Virtual, Wilbraham, MA 01095
- (413) 313-5037
About Megan Donnelly, CFP®, ChFC, RICP, MBA
I founded Quabbin Advisors as an independent firm because I want clients to know that they’re concerns are my biggest priority. I am proud to be a fiduciary and proud to work in my clients’ best interest.
I work with clients from a variety of backgrounds, but a common thread is people who are tired of paying high fees and who want straightforward advice and transparent pricing.
I focus on guiding and educating clients so that they can make better financial decisions for themselves and their families.
I have been in the financial services industry for twenty years, and there is nothing I would rather do than help my clients get the most out of their money.
- Established Professionals
- Gen X
- Offers Free Assistance to Furloughed Government Workers
- Personal Growth & Development
- Women Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Financial plan pricing depends on complexity
- Investment management starts at 0.15% per year