Comprehensive Financial Planning For Families and Small Business Owners
Donna Bellamy is a financial advisor providing comprehensive financial planning services for individuals and small business owners in her local Illinois and Indiana area, as well as multiple other states. She holds securities licenses 6, 7, 63, and 65 and the Life Underwriter Training Council Fellow (LUTCF) designation.
Many of Donna’s clients are individuals planning for retirement or small business owners looking to implement a corporate retirement plan. She offers a wide array of services and products, assisting clients with comprehensive financial planning, asset management, insurance, wealth transfers, estate planning, college planning, and more.
Donna seeks to build strong, long-term partnerships with her clients and put their goals first. Working with Madison Avenue Securities, LLC, she offers personalized service with comprehensive financial solutions. Madison Avenue Securities, LLC. is a full-service, fully independent broker/dealer and investment advisory firm.
As an independent advisor, Donna has the flexibility and control to customize products and services based on clients’ individual needs. Without any quotas to fill or conflicts of interest, Donna can develop solutions with the client’s needs in mind, including their risk tolerance and retirement goals. This allows the client to choose a strategy they feel may best suit them.
Learn more about the services Donna offers or contact her today to set up an appointment.