PROVIDING SOLUTIONS FOR TODAY’S CONCERNS AND TOMORROW’S FUTURE
About Donner’s Financial Services, Inc.
As a financial planner in Port St. Lucie, FL, William D. Donner has provided his investing expertise to countless clients who are now living the retirement of their dreams.
With personalized retirement planning, portfolio management, and insurance solutions, our clients are able to be proactive in building a comfortable retirement. This passion for planning comes from our founder’s time serving as a Detroit Police Officer. Growing tired of always arriving after the fact, Mr. Donner sought to help people before disaster strikes.
After leaving the force on a mission to serve in his highest capacity, Mr. Donner spent many years working with some of the largest insurance companies in the industry. It was during this time that he saw the need for comprehensive retirement planning among baby boomers. Using his skills as a savvy investor, Mr. Donner began advising clients on a holistic approach to retirement that includes portfolio management and insurance solutions.
“People don’t plan to fail, they simply fail to plan.” – William Donner
SECURITIES TRANSFER AGENTS MEDALLION PROGRAM
Our Mission
Donner’s Financial Services, Inc. has been building relationships and helping preserve 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 knowledgeable advisors, use of today’s technology, and other innovative investment strategies. Donner’s Financial Services Inc. is a Registered Investment Advisor committed to helping you make the right decisions for the right reasons.
Donner’s Financial Services is here to pave the path to a lasting, enjoyable retirement. We’d love to talk to you about your vision for the future and how we can help get you there.
Donner’s Financial Services Inc. is a Registered Investment Advisor. The firm only transacts business in states where it is properly registered, excluded or exempted from registration requirements. Registration as an Investment Advisor does not indicate that the advisor has attained a particular level of skill or ability.
William D. Donner Is an Investment Advisor Representative for Donner’s Financial Services Inc. based In Port St. Lucie, Florida. Donner’s Financial Services Inc. is licensed in Florida under the Florida Financial Regulation Division.
Donner’s Financial Services Inc. is also licensed in Michigan under the Corporation Securities and Commercial License Bureau OF THE STATE OF MICHIGAN.
Donner’s Financial is also Licensed in Michigan and Florida to sell insurance.
The information included herein should not be considered a solicitation or an offer to sell products or Financial Services in any State besides those in which
Donner’s Financial Services Inc. or William D. Donner is properly licensed.
Donner’s Financial Services – Port St. Lucie, Florida
Donner’s Financial Services – Port St. Lucie, Florida 34986