About Donald Hehir & Associates
Managing Principal Donald R. Hehir, Jr. has been helping clients protect their assets and meet their sophisticated planning needs for more than four decades. He began his career in 1983 with MetLife, and in 2001 joined Sagemark Consulting, where he became a Managing Principal in 2005.
By establishing Donald Hehir & Associatesi n 2010, Donald added independence to the benefits he could offer clients – benefits that include the highest standards of personal service and financial planning insight gained through decades of experience meeting complex financial challenges in a wide range of market environments.
Donald earned his Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner designations at The American College in Bryn Mawr, Pennsylvania. He is a Registered Principal, holding the Series 6, 7, 24 and 63 through Commonwealth Financial Network, and serves clients in states across the country.
Our Relationship with Commonwealth Financial Network
In the United States, financial advisors are supervised by the Financial Industry Regulatory Authority (FINRA). FINRA requires advisors such as Donald Hehir & Associates to affiliate with a broker/dealer to purchase and sell investment products on behalf of clients.
Donald Hehir & Associates offers securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC and a Registered Investment Adviser. A leading independent broker/dealer, Commonwealth has been named “Broker/ Dealer of the Year” an unprecedented 10 times by Investment Advisor magazine.
The Freedom of Independence
Commonwealth’s independent status benefits Commonwealth, us and our clients alike.
As an independent entity, Commonwealth has the freedom to allocate its own resources in a way that serves the best interests of its affiliated financial advisors and their clients – not shareholders. Just as important, Commonwealth’s status as an independent broker/dealer enables us to remain independent, as well. Since Commonwealth has no parent company, we face no pressure or mandate to promote a particular company’s investment or financial products. As a result, you have the assurance of knowing that your best interest is always our only goal.
Other Important Benefits
Beyond independence, Commonwealth offers other benefits that make it a sound broker/dealer choice for us and our clients.
First, Commonwealth offers access to a virtually unlimited selection of investment vehicles, as well as to objective investment research – resources that enable us to meet your needs most effectively.
Commonwealth also provides an integrated technology platform that enhances our service to you in numerous ways, from increasing transaction speed and accuracy to giving us 24/7 access to your investment information and to financial markets around the world.
Finally, Commonwealth takes extreme care to safeguard your privacy and your investment data. Its encryption standards, disaster recovery plans and other security measures give us the utmost confidence in the security of your information.
If you would like to learn more about Commonwealth Financial Network, please feel free to contact our office or to visit www.commonwealth.com.