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Donaldson Financial LLC
Financial services
Founded in 2013Donaldson Financial LLC
Financial servicesFounded in 2013
TechnologiesDonaldson Financial LLC's financial review
Employees
1
Donaldson Financial LLC information
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 Finan...
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., CFAJennifer Donaldson, CPA
Donaldson Financial LLC industries
Portfolio management & accounting services
Portfolio management
Accounting services
Financial services
Donaldson Financial LLC's financial review
Employees
1
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