Spotlight On Business - Donald Patane
The Levittown Chamber of Commerce would like to introduce Donald Patane CFS, a Financial Adviser and one of the founders of Main Street Financial Group. He is a long- time resident of Levittown and Immediate Past President of 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.
Patane 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.
Patane is a member of the Levittown Kiwanis Club, Levittown Lions Club and Levittown Community Council. He is also an Ex Navy Lieutenant and is a member of American Legion Post 1711. In addition, he also belongs to several groups that help seniors and their needs, namely Senior Umbrella Networks of Nassau, Suffolk and Queens Chapters and Gerontology Professional of NY (for which he serves as Treasurer).