Donna J. Caruso, CLU ChFC

Celebrating 25 years of assisting my clients and their families realize a more financially secure today and the many tomorrows in their future . Thank you for your trust and confidence in myself and our team, without this, our successes would not have been possible. I am humbled and appreciate the opportunity in this businees to be able to make a difference in one's life and their family's. Thank you for allowing me to be of service.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

Donna J. Caruso, is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Florida, New York, Tennessee, Arizona and New Jersey. No insurance business may be conducted outside these states referenced.

Donna J. Caruso currently serves as a Director for the  Cape Coral Community Foundation and on the Leadership for the Giving Alliance of Women.  Donna is also an active member of the Rotary Club of Cape Coral, Goldcoast, Cape Coral Chamber of Commerce and the Impace Initiative.

For individual medical coverage and group medical, dental, disability and life insurance needs for you and your business, DJC Insurance and Financial Services also offers group and individual health; dental, vision, disability plans through independent health insurance carriers. We provide comprehensive employee benefit programs to a number of Southwest Florida area businesses. We will be happy to speak with you to discuss your insurance needs. For more information on health plans available, contact Donna at 239-541-8840.

As part of our comprehensive benefit plan for business, we offer products and services for employer-sponsored retirement plans - SIMPLE IRA, 401(k) and SEP.

Donna J. Caruso is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 8200 Health Center Blvd., #104, Bonita Springs, FL 34135 (239) 541-8840. In her regard, this communication is strictly intended for individuals residing in the states of Florida, New York, and New Jersey. No offers may be made or accepted from any resident outside the specific states referenced.

DJC Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Donna J. Caruso is licensed to offer mutual funds and variable products. Market Watch is provided for informational purposes and is not considered an offering of securities.



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