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At Donato Financial Group, your financial goals and objectives are always considered when discussing your various investment options that are available to you. We will determine the suitable investment vehicle based upon your risk tolerance, time horizon, and current market environment.

Some investment solutions:

  • Mutual Funds and Brokerage – We offer thousands of equity based mutual funds as well as municipal bond funds for those who are seeking a tax advantage income stream.
  • Immediate Annuities – An immediate annuity is ideal for maximizing your current retirement income stream with the security of knowing you will make it last for the rest of your life.
  • Deferred Annuities – Whether you are considering a Fixed or Variable Deferred Annuity, you’re helping to grow, protect, and create tax deferred retirement savings for future income.
  • IRA’s – Contributing to an IRA is a great way to supplement any other qualified plan you may be funding through your employer (401k, 457b, etc).

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (201) 505-0500