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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.


Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Since 1973 we have been providing unique, customized, and insightful financial strategies for individuals, families, and businesses.

Our strong retention and multi-generational client base gives testament to our track record, dedication, and trustworthy nature.

In a world of uncertainty, We are extremely proud of the stability of our firm, and flawless compliance record.

As a Donato Financial Group client you will also have access to our expert network of advisors including: attorneys, accountants, consultants, investment specialists, bankers, etc.

We recognize the overwhelming success achieved when a team of advisors working on your behalf and most often we are are conduit which ensures the communication between all of your professional relationships. From where we sit, This is key ingredient to a successful comprehensive outcome.

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