Michael K. Donofrio – Financial Planning

Michael K. Donofrio - Financial Planning Donofrio Financial Management, LLC
800 Westchester Avenue
Suite N409
Rye Brook, New York 10573
Tel: 914-288-8811
Fax: 914-288-8803
Email: mdonofrio@donofriofinancial.com
Website: http://www.donofriofinancial.com“Planning Today for Tomorrow’s Challenges”

Donofrio Financial Management, LLC is a financial planning firm that provides advice with regard to qualified pension plans, deferred compensation, business continuation, estate planning, financial planning, asset management and individual and group insurance programs.

Michael is a CERTIFIED FINANCIAL PLANNER™ professional. This mark identifies those individuals who have met rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination.

After holding various sales and management positions in the cosmetic/fragrance industry for 13 years, Michael joined the financial services industry in 1993. Over the years he has grown his financial services practice and has received numerous awards for his dedication and professionalism. His existing client base consists of professionals, business owners and executives. He has worked closely with professional associations in the development and implementation of specific programs.

Michael can offer brokerage services such as individual stock trading and as an Investment Advisor Representative, he can offer advisory services such as fee‐based planning. He holds various securities licenses to include series 6, 63, 7 and 65 and is securities registered and insurance licenses in NY, NJ, CT, PA and FL. Michael is a member in good standing with the Financial Planning Association.

Donofrio Financial Management, LLC can provide the following planning services:

  • Financial Planning*
  • Investment Management*
  • Estate Planning
  • Deferred Compensation
  • Business Continuation
  • Qualified Pension Planning
  • College & Retirement Planning
  • Mutual Funds* & Annuities
  • Stocks & Bonds*
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Group & Individual Health Insurance
  • Group Life & Long Term Disability Plans

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