1. No results to show.
  1. No results to show.

Donner's Financial Services LLC

Contact for price

Service type
Sorry this pro can’t do your job, but we know other pros who can. Check them out
About
Because their some real problems out there called debt leverage and we are trying to help people mack the decision for the right reasons When choosing a life insurance policy it pays to learn about the different types of insurance available, shop for the best rate, choose an agent wisely, and check the reliability of your insurance company. Knowing what your needs are and what you want your Life Insurance to do for you and your family is done with a qualified Agent who does a thorough needs and analysis for you and then you can decided what type of insurance is best for you, This is not done online you need a Professional! Normally, a salesperson sells for one company only, while a broker can place your policy with one of several. In theory, this would seem to be a reason to prefer a broker, but in practice, the integrity of the person you are dealing with is far more important than is the legal relationship to an insurance company or companies. Donner’s Financial Services Inc. is an independent Broker for insurance companies, we works for you not the Insurance companies. IRA Account Types We Plan and Manage: TRADITIONAL IRA – Putting money away for tomorrow with the benefit of a tax deduction today. ROTH IRA – The biggest future benefit, all earnings can be tax-free and fund your retirement. SEP IRA – Typically established at a small business, tax deductible contributions by employees may also be possible with this IRA type. SIMPLE IRA – Typically simpler and often with less cost than a 401k, this type of IRA is a hit for small businesses and their employees. Help With These IRA Transactions: Opening, Contributing and Transferring IRAs. People all needing information on what type insurance should I buy and where should I move mold 401k to. Mr. Donner of Donner's Financial services LLC. what's to help everyone that he can WHY SHOULD YOU DO BUSINESS WITH DONNER’S FINANCIAL SERVICES? Donner’s Financial Services has been building relationships and helping preserving our clients’ wealth for more than a decade. We are consistent and diligent in our efforts to help you make more informed decisions through our Advisors, use of today’s technology and other innovative investment programs. Donner’s Financial Services is an Independent Investment and Insurance Firm committed to helping you make the right decisions for the right reasons. We work for you not the Investment or Insurance Companies.
Overview

Hired 1 time

Background checked

4 employees

31 years in business

Business hours

SunClosedMon9:00 am - 5:00 pm

Payment methods

Ask this pro about their preferred payment method.

Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

Projects and media
Projects and media
Reviews
Exceptional 5.0

6 reviews

5

100%

4

0%

3

0%

2

0%

1

0%

Read reviews that mention:


pro avatar
Toni T.

Nov 4, 2016

From Google

Before I retired, I was wondering who I can trust to handle my 401k. I wanted someone who's trust worthy and reliable. I worked with Mr. Donner's wife. She advised me to give her husband a call. At first I was skeptical because I didn't know him and have never met him. I must say.....I'm glad I did. Mr. Donner is very professional and after meeting with him, he knew exactly what financial plan would be best for me. If I have questions about my financial account, Mr. Donner returns my calls the same day and answers any questions I have regarding my account.
pro avatar
Lopinia R.

Nov 7, 2016

From Google

I had been thinking about retiring for sometime now but ididnt know how I was going to do that and still be able to meet my Financial needs.Then I spoke with Mr. Donner and he created a retirement plan to fit all of my financial needs. Since creating my retirement plan my fund has grown.A wonderful experience. Very professional and informative.
pro avatar
Tee B.

Nov 21, 2016

From Google

William was most helpful in assisting with my financial investments. I was very sure that I was in good hands and appreciated the time he took to ensure that I truly understood everything!
pro avatar
Eugenia P.

Nov 5, 2016

From Google

pro avatar
Maurice A.

Nov 4, 2016

From Google

Credentials
Background Check

William Donner