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Main Street Financial Group
Donald Patane, CFS42 Anchor Lane Levittown New York 11756
Donald Patane, CFS is a financial adviser with Main Street Financial Group. He is a long time resident of Levittown and is President for Levittown Chamber of Commerce. He has offices in Levittown and Kings Park. He generally meets clients at their home or place of business or any other location convenient for them. He refers to himself as a “Financial Doctor” who makes house calls.
His goal is to help make his clients financially secure through each phase of his clients' lives. By emphasizing his clients' personal goals, objectives and risk tolerances as the driving forces behind his financial strategies, he helps them achieve a level of comfort regardless of the economic and financial conditions. He is licensed to conduct securities/investment transactions in addition to being licensed in Life and Health insurance and thus Don helps clients with a variety of financial concerns including life insurance, disability and long term care insurances, retirement planning (401k, IRA, Rollovers), college planning and general investments. Don's practice involves initially sitting with people to discuss their goals and desires in a free consultation. If he feels he can help, he will receive compensation from whichever companies and/or products he uses to find the best solution for the client. He generally does not charge the client a fee.
He is a member of the Levittown Kiwanis Club and Levittown Community Council. He is also an Ex Navy Lieutenant and is a member of American Legion Post 1711. He also belongs to several groups that help seniors and thus can help clients if they a need for care.
Securities and Investment Advisor Services offered through NPF Securities, Inc. Member FINRA/SIPC. NFP Securities is not affiliated with Main Street Financial Group.