The Lonergan Group

About

Providing quality financial strategies, and offering insurance and financial services and employee benefits to businesses and individuals.

Story

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

The Lonergan Group
132 6th Ave S
Clinton, IA 52732
563-243-2300

The Lonergan Group is not owned or operated by New York Life Insurance Company or its affiliates. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.

Additionally, Patrick Lonergan is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

I am not licensed in all jurisdictions.

Neither The Lonergan Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

The Lonergan Group is not owned or operated by New York Life Insurance Company or its affiliates.

Mission

The Lonergan Group coordinates your priorities, investments, and advisors to create new financial options to accelerate your wealth.