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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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