Discover the “Donadio Difference”

As independent financial representatives, we work with a wide range of companies to meet your financial needs.

Products*

  • Stocks
  • Bonds
  • Mutual Funds
  • Variable Annuities
  • Unit Investment Trusts
  • ETFs
  • REITs
  • Alternative Investments
  • Brokerage Certificates of Deposit
  • Variable Universal Life Insurance
  • 401 (k) Plans

Protection Products

  • Term Life Insurance
  • Permanent Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Health Insurance
  • Critical Illness Insurance
  • Insurance Policy Review

Fixed Annuities

  • Multi-Year Guarantee Annuities
  • Market Value Adjustment Annuities
  • Fixed Indexed Annuities
  • SPIAs

Other Services*

(By Referral)

  • Wills, Trusts and Estate Planning
  • Tax Preparation
  • Tax Consulting
  • Mortgage Lending

In House

  • Notary Service
  • Medallion Guarantee Service
  • Up to $2,000,000

 

*LPL Financial and Donadio Financial Services do no provide tax, legal, or mortgage services. 

 

 

 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.
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Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?
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Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
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