Robert Donnelly is a Chartered Financial Consultant and President of Alpha Financial Companies, Inc. The company’s motto is, “Educate our clients, serve their familes and support the community”. His firm offers financial, estate and retirement planning to individuals and small business owners and his services include investment advice, insurance protection, and legacy planning.
Bob has worked in the financial planning industry, with an emphasis on personalized business and estate planning, for over 30 years. After working for Mass Mutual as their National Marketing Director in 2005, Bob transitioned to Vice President at Jefferson Pilot and then to Regional Vice President covering the Mid-Atlantic United States with Lincoln Financial Group. In 2014, he started his own company, The Eagle Companies Inc.