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Gerard Dolan, NSSA® Advisor · New York, NY

A professional headshot of Gerard Dolan, Agency Principal of Dolan Associates Insurance & Financial Services in New York, NY

Gerard Dolan

Agency Principal, Dolan Associates Insurance & Financial Services

888 Main Street
New York, NY 10044

516-755-7966

www.dolanassociatesinsurance.com

NSSA® Certified #3111

Professional Profile

Meet Gerard Dolan, Agency Principal at Dolan Associates Insurance & Financial Services, where he has dedicated over 40 years to providing tailored insurance and financial solutions for small business owners and non-profits throughout the tri-state area. With a deep understanding of the unique challenges entrepreneurs face, Gerard combines his extensive industry experience with a personalized approach to help clients safeguard their assets, build wealth, and secure their financial futures.

As a holder of the NSSA® Social Security certification, Gerard Dolan brings specialized knowledge of Social Security planning to every client relationship.

At Dolan Associates, Gerard and his team specialize in crafting comprehensive strategies that encompass business solutions, employee benefits, disability income protection, tax-qualified retirement plans, and more. Whether you are looking to manage long-term care costs or develop lifetime income strategies, you can trust Gerard's expertise to guide you in achieving your financial goals while providing peace of mind in an ever-changing landscape.

When you choose to work with Gerard Dolan, you gain not only a knowledgeable advisor but also a committed partner who respects the effort it takes to grow and protect your legacy. Discover how his reliable insights and proven strategies can empower you and your business to thrive.

Contact Gerard

Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.