Donald Purtill

Q: What is Donald Purtill email address?

Email Donald Purtill at dvmb5@yahoo.com and don@purtillfinancial.com. This email is the most updated Donald Purtill email found in 2026.

Q: How to contact Donald Purtill?

To contact Donald Purtill send an email to dvmb5@yahoo.com or don@purtillfinancial.com. If you want to call Donald Purtill try calling on +16179536809 and +14404601464. (updated on October 29, 2024)

President at Purtill Financial LLC | Cleveland, Ohio, United States

About Donald Purtill

Donald Purtill serves as the President of Purtill Financial LLC, a distinguished Fee-Only Investment Management and Financial Services Firm that has been committed to fiduciary excellence since its inception in 2000. Under his leadership, the firm has established itself as a trusted partner for individuals and families seeking comprehensive financial solutions, including investment management, retirement planning, and tax planning services. Donald's expertise as a Certified Public Accountant and Personal Finance Specialist enables him to provide clients with tailored strategies that align with their unique financial goals.

At Purtill Financial LLC, Donald spearheads key projects aimed at enhancing client engagement and optimizing financial outcomes. His focus on asset allocation and wealth management ensures that clients receive personalized investment strategies that are both effective and aligned with their risk tolerance. Additionally, Donald's proficiency in tax preparation and planning allows clients to navigate complex tax regulations while maximizing their financial efficiency.

With a strong foundation in securities and pensions, Donald is adept at guiding clients through the intricacies of retirement planning, ensuring they are well-prepared for their financial futures. His commitment to transparency and ethical practices as a Registered Investment Adviser in Ohio and Florida reinforces the firm's dedication to acting in the best interests of its clients. Through his leadership, Purtill Financial LLC continues to thrive as a one-stop financial service provider, delivering high-quality financial advisory services at reasonable costs, and empowering clients to achieve their financial aspirations with confidence.

Donald Purtill Work

President at Purtill Financial LLC in January 2000 to Present

Vice President, Director, Manager at Eaton Corporation in September 1978 to June 1999

Dean, Assistant Professor, Controller at Lake Erie College in September 1968 to August 1978

Donald Purtill Skills

Asset Management

Retirement Planning

Financial Planning

About Donald Purtill's Current Company

Purtill Financial LLC

Discover more about Purtill Financial LLC

Frequently Asked Questions about Donald Purtill

What is Donald Purtill email address?

Email Donald Purtill at [email protected] and [email protected]. This email is the most updated Donald Purtill email found in 2026.

What is Donald Purtill phone number?

Donald Purtill phone number is +16179536809 and +14404601464.

How to contact Donald Purtill?

To contact Donald Purtill send an email to [email protected] or [email protected]. If you want to call Donald Purtill try calling on +16179536809 and +14404601464. (updated on October 29, 2024)