Broker Check

Comprehensive Financial Planning Services and Products

Working with individuals and small business owners, Donna Bellamy offers a comprehensive array of financial services and products. As a financial advisor with a commitment to building long-term relationships with clients, she seeks to develop customized portfolios and strategies that aim to meet clients’ individual goals and objectives.

Many of Donna’s clients want to plan for retirement and grow their assets. With the goal of providing personalized service and strategies with which the client is comfortable, she takes the time to get to know her clients, helping them identify and formalize their financial goals, both short- and long-term. Once Donna understands a client’s current financial situation and where that client wants to go in the future, she can determine customized strategies that may fit their needs.

Donna offers the following fee-based services and products:

Financial Planning

  • Comprehensive Financial Plans
  • Retirement Plans
  • Tax Plans
  • 401 (k) Plans
  • College Plans
  • Estate Plans

Investments

  • Bonds
  • Educational IRA & 529 Plans IRA
  • Simple IRAs
  • Brokerage Accounts
  • Variable Annuities
  • Mutual Funds

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance