Donald F. Codori is a graduate of American College, Bryn Mawr, with a Masters degree in Financial Services. He obtained the professional designations of Chartered Financial Consultant as well as Chartered Life Underwriter from American College.
Over 5 decades of working with clients, his holistic approach to providing guidance to his clients sets his work apart from most advisors.
In 1971 , he incorporated National Brokerage Service, which to this day provides products and services from more than 50 major insurance companies to independent insurance agents and financial advisors. National Brokerage Service is Pegasus Financials’s “go to” source for Life, Disability and Long Term Care coverages when called for in the planning process.
Don has one cardinal rule: He will meet with any and all potential clients no matter how large or small their assets. There is no client too small, With good planning, small clients become big clients. Simple !