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.