Donna Heiserer - Thrivent

Welcome to "Donna Heiserer - Thrivent," your trusted partner in financial planning and investment advisory services, located at 30 David Lane, Lake Ronkonkoma, New York 11779, United States. We are dedicated to helping you achieve your financial goals through personalized advice and comprehensive financial strategies.

Our services are backed by the expertise of licensed professionals, with licenses in states including California (CA Insurance Lic. #4035009), Florida, New York, and Virginia. Please note that licensing information is available through your State Insurance Department's website, accessible via the National Association of Insurance Commissioners website.

At Donna Heiserer - Thrivent, we offer a robust Financial Planning Framework that involves a detailed review and analysis of your financial situation. Clients can enhance their planning experience through our Dedicated Planning Services, which provide written recommendations for a fee. While we offer a wide range of financial services, including insurance products and investment advisory services, we do not provide legal, accounting, or tax advice. We recommend consulting your attorney or tax professional for those needs.

Thrivent is the marketing name for Thrivent Financial for Lutherans, and our insurance products are issued by Thrivent, though not available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent.

Our team comprises appropriately appointed and licensed financial advisors who are credentialed to deliver investment advisory services. To learn more about our financial advisors and their professional designations, please visit Thrivent.com or FINRA’s Broker Check.

For further details on our privacy and security policies, visit thrivent.com/privacy-and-security/disclosures. We look forward to guiding you on your financial journey with integrity and expertise.