Donald E. Askey

Donald E. Askey

Provident Financial Advisors

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: President

Offering advice since: 1994

Areas of focus:

  • Elder Issues (long-term care, pre-mortem planning)
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Tax Planning

Further information about Donald E. Askey:

Donald E. Askey, a CERTIFIED FINANCIAL PLANNER(TM) certificant, has been providing financial counseling services to clients, both individual and institutional, for fifteen years. Donald is employed as a senior vice president of The Provident Bank and is the president and senior adviser of the bank's Provident Advisory Group.

Donald started his professional career in management and consulting, primarily for service firms. With his background in strategic planning and marketing, he founded a trust department and asset-management program at a community bank in central Pennsylvania.

In 1998, The Provident Bank invited him to establish a planning-based practice under the bank's aegis with the same emphasis the bank places on premier client and community service.

Donald's investment-advisory teeth were cut in the early 1970s, when, during the stock market's worst post-Depression era, he oversaw an educational endowment fund of $500,000. In this case, the worst case became the first case and a lesson in prudence he has brought to every client since.

The distinctive strengths Donald brings to the Provident Advisory Group team are management and leadership, fee-based account management, and designing strategies to provide comfort in clients' futures.

Compensation and Fee Structures:

Fee only

Licenses, Certifications & Affiliations:

CFP

Education:

A.M., Harvard University, 1973

Foreign Languages spoken:

Icelandic, German

Will provide references upon request?

No


Further information about Provident Financial Advisors:

(Size of firm: 0-9 advisors)

First and foremost we are designers of comfortable financial futures.
Our design work is the foundation for our clients' confidence in fulfilling their financial aspirations. All strategies designed by us detail the actions necessary in the areas of cash management, budgeting, saving, debt management, investment, retirement, insurance, taxes and estate planning, as appropriate.


Contact Information for Donald E. Askey

Phone: (978) 834-8558
Please support us by letting this adviser know you found them through Boomerater

Fax: (978) 834-0675

Address for Donald E. Askey:
5 Market Street
P.O. Box 37
Amesbury, MA, 01913

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