Donna M. DiMaggio
Donna DiMaggio, CFP
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1990
Areas of expertise:
- Annuities
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Donna M. DiMaggio:
Donna DiMaggio has been in the financial planning business for more than twenty years. During the course of her career, she served as a retirement instructor for U.S. Government employees. She traveled the country conducting retirement seminars and courses to help government employees who were approaching retirement.
Ms. DiMaggio has successfully completed a comprehensive series of background investigations and professional courses.
She has been honored with selection as one of "AMERICA'S BEST FINANCIAL PLANNERS" (2006-2009) by the Consumers' Research Council of America.
Goldline Research selected her as one of the "TEN MOST DEPENDABLE WEALTH MANAGERS IN THE SOUTH EAST" - December 2006 issue of Delta Airlines Sky Magazine.
Compensation and Fee Structures:
Both fee only and commission plans are offered.
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER(TM) Professional
NASD Series 7 (General Securities License)
Life Insurance, Health Insurance and Variable Annuity License
Series 65 (Registered Investment Advisor)
Education:
Undergraduate Augusta College in Georgia and Masters from Purdue University in Indiana.
Will provide references upon request?
Yes
Further information about Donna DiMaggio, CFP:
(Size of firm: 0-9 advisors)
Small firm concentrating on personal service.
*Donna DiMaggio, CFP is an independent firm with securities offered through Summit Brokerage Services, Inc., member NASD & SIPC, and advisory services offered through Summit Financial Group, Inc., a registered investment advisor.
Contact Information for Donna M. DiMaggio
Phone: (386) 323-0400
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Fax: (386) 323-0431
Address for Donna M. DiMaggio:
700 West Granada Blvd
Suite 105
Ormond Beach, FL, 32174
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