Stephen P. Donella, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Stephen P. Donella, Jr. CFP®

SPD Associates

4500 Pewter Ln, Bldg 5
Manlius, NY 13104
(315) 682-3532

General

Stephen Donella is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SPD Associates in Manlius, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Voya Financial Advisors, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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