DONNA E. CLIFFORD, INVESTMENT CONSULTANT
Donna has over twenty-five years experience in the financial services industry, with more than ten years specializing in socially responsible investing. She manages investments for individuals, small businesses, and non-profit organizations.
Donna is a representative of and offers securities through Financial West Group, a full service brokerage firm, member FINRA/SIPC.*
Donna also offers related financial services, offering life insurance and annuities, Real Estate Investment Trusts, and tax planning.
Donna’s primary office is located at 50 Main Street, Suite 305, North Reading, MA 01864. Upon request, she also meets clients at the Medford office and other locations.
Professional memberships include: Social Investment Forum, First Affirmative Financial Network, National Association of Enrolled Agents, and Massachusetts Society of Enrolled Agents.
Donna is also active in her local community. She serves as President of the Zonta Club of Medford, a part of Zonta International (www.zonta.org). She is a life member of NAACP (www.naacp.org) and serves on the Freedom Fund Committee of the Mystic Valley Branch. A member of the Melrose Unitarian Universalist Church, she serves as Trustee of the Endowment Fund and as a member of the Social Justice Committee. (www.melroseuu.org)
Check the background of this investment professional on FINRA's BrokerCheck