Joshua R. Donley,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua R. Donley, CFP®

CLU®

Wealth Manager

Mosaic Capital Management, LLC

4505 Country Club Road, Suite 210
Winston Salem, NC 27104
FINANCIAL ADVISOR'S WEBSITE
(336) 464-9966

General

Joshua Donley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mosaic Capital Management, LLC in Winston Salem, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU®, CFS

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs

More

Helpful Financial Planning Resources