George Financial - More Than Just Financial Planning

About our logo...

The hearts within the logo symbolize our love and ability to work together and our desire to build relationships with clients. The ring encircling the hearts represents the “Circle of Wealth Process” we follow. We believe your financial journey should not only focus on preparing you for the retirement lifestyle you desire, but also improve the journey along the way. Over the years, we have met many wonderful people who have made George Financial successful. We measure success as our ability to continue serving and helping others build, protect and preserve their wealth.

About us...

Donn and Doreen married in 1993 and have two boys, Evan and Thomas who make them very proud. Their home, located in Zelienople, Pennsylvania is placed on a family farm where they all pitch in to lend a hand. As a family, they enjoy camping, bluegrass festivals, fishing and most of all spending time together laughing and having fun.

DONN GEORGE

Donn attended Slippery Rock University pursuing Business Administration and majoring in Management and Accounting. Upon graduation, he began working in the financial services field in 1993.

His focus is not on a particular financial product but rather the process. Wealth is often transferred away to others unknowingly and unnecessarily. He identifies areas where wealth transfers may occur and recapture those dollars for his clients. Once these areas of wealth transfers are identified these dollars can be redirected to savings for the future or to increase lifestyle so that the journey along the way is a pleasant one.

DOREEN GEORGE

Doreen has a degree in computer science and a background in office administration. Her role in the business centers on administration, preparing individual income tax returns and assisting in the overall planning process for our clients.