Joseph P. Donlon, Esq., CFP®

Donlon & Associates, PC

18 E. 48th Street, Ste. 1001
New York, NY 10017
(212) 242-8300

626 RXR Plaza
Uniondale, NY 11556
(516) 522-8900

We have the professional training, certification, and experience to ensure that all of your concerns are addressed and that you get the best possible legal counsel.

Professional credentials

Attorney

  • Licensed to practice law in both New York and New Jersey.
  • Member of the New York State Bar Association—Trusts and Estates Law section
  • Member of the Nassau County Bar Association—Surrogate’s Court, Estates and Trusts Committee; Elder Law Committee.
  • Member of the New Jersey State Bar Association—Real Property, Trust and Estate Law section

Certified Financial Planner (CFP®)

CFP logo

To earn the prestigious CFP designation, we have—among other requirements—completed extensive coursework in:

  • General financial planning
  • Insurance planning
  • Investment planning
  • Income tax planning
  • Retirement planning
  • Estate planning
  • Interpersonal communication
  • Professional conduct and fiduciary responsibility
  • Financial plan development

Education

  • Juris Doctor—Fordham University School of Law
  • Bachelor's degree, magna cum laude—Honors College at Adelphi University