Picture of Donald Kuntzman

    Donald J. Kuntzman


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

    About Donald


    My goal is to provide families and business owners assistance in building their financial freedom.  I have the skills, knowledge, and experience required to help my clients establish and meet their goals.  My personal goal is to become a lifetime resource for each and every client. 


    • 401K Rollovers
    • Pension Transfers/Rollovers
    • Pension Payout Alternatives
    • IRA Consolidation/Transfers
    • Roth IRA
    • Retirement Planning for Individuals
    • Life Insurance
    • Mortgage Protection

    (through life insurance and disability income insurance)

    • Long-Term Care Insurance
    • Disability Income Insurance
    • Investment Strategies
    • Mutual Funds
    • Fixed Annuities
    • Variable Annuities
    • Education Funding Strategies
    • 401(k), Pensions & Profit Sharing Plans
    • Estate Conservation Strategies
    • Charitable Giving Strategies
    • Business Succession Strategies
    • Business Insurance
    • Executive Benefits
    • Key Employee Protection


    • Simple IRA Plans
    • Buy Sell Agreement Funding
    • Key Employee, Executive Bonus Insurance
    • Business Overhead Expense Insurance


    • Transition Solutions Specialist
    • Deliver The Promise Specialist
    • 25 Years Financial Services Experience
    • MetLife Leaders Conference – Thirteen Times Qualified
    • Registered to offer securities products in Ohio and Florida
    • Licensed to sell Life and Health insurance in Ohio, Illinois, Texas and Virginia
    • Licensed to sell Life insurance in Florida and Pennsylvania
    • Licensed to sell Variable Annuities in Ohio, Illinois, Texas, and  Florida
    • Investment Advisor Representative of MetLife Securities, Inc.


    • Resides near Alliance
    • Wife: Shirley
    • Daughters: Devon and Stephanie


    • Member – The Chapel in Marlboro
    • Member – BPO Elks #467 Alliance



    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Donald J. Kuntzman LUTCF® is a registered representative of and offers securities through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Ohio, Illinois, Texas, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Florida, Ohio

    Donald J. Kuntzman LUTCF®, Uniontown, OH

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

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