We manage complete financial planning, retirement, college savings, and insurance plans to secure your financial future. Contact us to develop a customized investment strategy.
About
I specialize in managing retirement plans such as 401k, 403b, 457b, Traditional IRA Roth IRA, Roth 401K, SEP, and SIMPLE IRA accounts.
I also provide expert financial advice on 529 college savings plans and custodial UGMA/UTMA accounts. As my client's portfolio manager, I trade stocks, ETFs, options, futures, futures options, cash, and listed cryptos in their discretionary accounts.
Additionally, I offer a range of insurance policies, including index universal life insurance with or without long-term care rider, variable life insurance, stand-alone long-term care policies, annuities (both Fixed and Variable), Medicare supplemental insurance needs, and dental and vision plans.
Please don't hesitate to contact me to schedule a free consultation and receive trusted advice. You can reach me at 201-937-8352 or subhrajit@mcdonnaugh.com, and visit www.mcdonnaugh.com and www.p50advisor.com for more information or to request a free Financial Planning brochure.
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My FINRA CRD # 5214817
NJ Department of Banking and Insurance, Credential ID 3001840751
Florida Department of Financial Services Credential ID W944412
​NY Department of Financial Services Credential ID LA-1886576
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CLIENT VIDEOS
Cash Value Indexed Universal Life Insurance Policy
