Donaldson Financial LLC
Financial Services - N/A, N/A, N/A
Donaldson Financial LLC Employees
Donaldson Financial LLC Details
Donaldson Financial LLC provides professional portfolio management and accounting services. As President & CEO I will personally customize and manage each portfolio. As a client of Donaldson Financial LLC you will receive my direct number and the highest level of personal service. Taxes and financial planning services are included as part of our very competitive management fee. Donaldson Financial also offers accounting services to small and medium sized businesses in the Tampa Bay area. Please visit our website, www. donaldsonfinancial.com or contact me at JRD@DonaldsonFinancial.com for a consultation. Jeffrey R. Donaldson, Ph.D., CFA Jennifer Donaldson, CPA
Donaldson Financial LLC Technologies
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