Reviews for Donna Williams - Financial Advisor - Ion Investments

Dec 2023

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!
Sep 2023

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!

From Donna Williams - Financial Advisor - Ion Investments

Donna Williams has over 20 years of experience in the financial service industry. She brings a wealth of knowledge that allows her to provide each and every client, a unique individual plan that can allow them to reach their individual goals. - Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Ion Investments is a trade name of Ion Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Hours

Monday: 9AM - 3PM
Tuesday: 9AM - 3PM
Wednesday: 9AM - 3PM
Thursday: 9AM - 5PM
Friday: 9AM - 3PM
Saturday: ClosedSunday: Closed

More Local Businesses in South Windsor

Best Pros in South Windsor, Connecticut

Ratings

Google: 5/5