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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Our Team

ROBERT DONLAN

Partner
(518) 562-0224
rdonlan@investmentctr.com

LORI MCLEAR

Executive Assistant
(518) 562-0224
lmclear@investmentctr.com

JARED BURNS

Financial Advisor
(518) 562-0224
jburns@investmentctr.com

Contact Info:

Office Address

40 Brinkerhoff Street
Plattsburgh, NY 12901
United States

 

Phone: (518) 562-0224
Fax: (518) 561-1138
Email: lmclear@investmentctr.com

 

Securities offered through the Investment Center Inc. Member FINRA/SIPC. Robert Donlan, and Jared Burns are registered representatives of The Investment Center, Inc. Donlan Wealth Management is not an affiliate of the Investment Center Inc. or IC Advisory Services, Inc. Advisory Services provided through IC Advisory Services Inc, an SEC Registered Investment Advisor.

Important Disclosure Information  Form CRS

We are registered to sell Insurance Products in the following states: NY & other states upon request
Robert Donlan is registered to sell Securities in the following states: Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Illinois (IL), Missouri (MO), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Vermont (VT), Virginia (VA) & other states upon request
Robert Donlan is registered for Advisory in the following states: California (CA), Florida (FL), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Vermont (VT), Virginia (VA) & other states upon request
Jared Burns is registered to sell Securities in the following states: Arkansas (AR), California (CA), Illinois (IL), Missouri (MO), New Hampshire (NH), New York (NY) & other states upon request
Jared Burns is registered for Advisory in the following states: California (CA), Illinois (IL), Missouri (MO), New Hampshire (NH), New York (NY) & other states upon request

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