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Joshuah Donath,

Financial Consultant
9130 S Dadeland Blvd. Suite 1400
Miami, FL 33156
Phone:
  • (305) 670-4670 (786) 693-0855
As an AXA Advisors Financial Consultant, I am dedicated to helping my clients, and their families, c... Read More

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As an AXA Advisors Financial Consultant, I am dedicated to helping my clients, and their families, create secure financial futures. To do it right takes a combination of commitment and knowledge. My job is to assist you in mapping out your financial goals and to provide you with education and advice that will help you reach your objectives. 

  Through AXA and its affiliates, I am able to offer the following services to help meet your goals:

  - Retirement Planning: Traditional & Roth IRA's, 401(k)'s, Annuities, & Pension Planning

  - Wealth Accumulation: Stocks, Bonds & Mutual Funds

  - Risk Management: Life Insurance, Health Insurance, Disability Insurance, Long Term Care, & Family Protection Planning

  - College Funding: 529 Plans, UTMA & UGMA Accounts

  - Estate Planning Strategies: Wealth Transfer, Legacy Planning

  - Business PlanningEmployee Benefit Plans, Buy & Sell Agreements, & Deferred Compensation Plans

Growing up as a Miami native and going to school in New York City has helped me have a great understanding of the many diverse markets and clients that I can reach through my role as a Financial Professional.  I truly care about each and every case that comes my way; our team is equipped to manage even the toughest of circumstances.

I am currently headquartered in Miami, Florida but have clients throughout Florida many locations throughout the US. I graduated from Pace University with a Bachelor's degree in Business Administration and a concentration in Finance. I am an avid sports fan and played various sports my entire life, the Football field was my sanctuary. I played on the Varsity Football team for Pace University as a starting Offensive Lineman. I also have my Series 7, 65, 63, Life, Accident & Health Insurance licenses. 

Life happens, be prepared.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck