About Us

Since 1973, Donato Financial Group has been providing unique and insightful strategies for individuals, families, and businesses. We are a boutique family run firm offering all aspects of financial services including insurance, investments, estate planning, and employee benefits. We operate with a genuine client-first mindset, developing lasting relationships that extend well beyond the transaction. Our mission is to give purpose to your money - for the now, for the future, and for all the unexpected in between.