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Donna Williams - Financial Advisor - Ion Investments
1751 Ellington Road, South Windsor, Connecticut, United States
About the Donna Williams - Financial Advisor - Ion Investments
Donna Williams - Financial Advisor at Ion Investments, located at 1751 Ellington Road, South Windsor, Connecticut, United States, offers a high level of expertise, communication, planning, and integrity to customers. Operating as a family and business that looks out for you, Ion Investments, through its relationship with Osaic Institutions Inc., provides access to a wide range of financial products and services with personalized service.
The team at Ion Investments focuses on financial planning and risk management through a unique 5 Step Process aimed at helping clients achieve their financial goals. With access to economic insights and market alerts, Ion Investments keeps clients informed to guide decision-making. Advisors at Ion Investments simplify investing, making it fast and easy, and offer one of the fastest growing Wealth Management programs.
Serving thousands of families, businesses, nonprofits, and more, Ion Investments offers industry-leading financial planning and wealth management tools and products through Osaic Institutions, Inc. With experienced advisors skilled in meeting financial goals, Ion Investments provides efficient implementation of wealth management strategies, communication and reviews, strategy meetings, and goal progress monitoring.
Educational resources on various financial topics are available through magazine-style flipbooks and engaging animations. Investment and insurance products and services are offered through Osaic Institutions, Inc., and Ion Investments is a trade name of Ion Bank. Osaic Institutions and the bank are not affiliated, and products and services made available through Osaic are subject to investment risk. Consult your legal and tax advisor for advice.
Photos of Donna Williams - Financial Advisor - Ion Investments
1751 Ellington Rd, South Windsor, CT 06074, United States
Opening hours of Donna Williams - Financial Advisor - Ion Investments
Monday:
09:00 - 15:00
Tuesday:
09:00 - 15:00
Wednesday:
09:00 - 15:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Donna Williams - Financial Advisor - Ion Investments
"Donna is a great financial advisor! She helped me understand all of my benefits and options regarding my transition to another job. Her expertise and guidance are truly invaluable. I highly recommend her!"
"I had the pleasure of working with Donna as my trusted financial advisor, and I couldn't be more delighted with the experience. From the very beginning, Donna demonstrated a deep understanding of my financial goals and provided tailored solutions to help me achieve them. Her expertise and attention to detail were evident throughout our collaboration. She took the time to explain complex financial concepts in a way that was easy to understand, empowering me to make informed decisions about my investments and financial planning. I'm grateful for the peace of mind that comes with having such a dedicated and knowledgeable financial consultant in my corner. Thank you to Donna!"
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