Marlborough, Connecticut 06447

Don Kuerner, his black lab, and 1955 Ford


MBA Member of the Month – May
Don Kuerner, Gateway Financial Group, Inc.

Impacting Lives for the Better

For the past four years, many of us have known Don Kuerner as the dedicated President of the Marlborough Business Association (MBA). What you may not know is that he brings the same dedication, strategic thought, and personal connection to the clients of his financial services business.

“It’s not about the product, it’s about the people,” reflects Don when he talks about how he approaches his financial services business. “Everyone has a product – many times the same product. It is how you approach the person that sets you apart.” Enjoying eighteen years in the financial services industry, Don currently works with Gateway Financial Services located in Glastonbury, CT.

Don’s focus is to design and monitor investment portfolios for individuals and institutions. He serves as the primary advisor handling investments and planning, manages insurance risk, and collaborates with attorneys concerning legal matters. In addition, Don holds three designations: CLU (Certified Life Underwriter), CFC (Chartered Financial Consultant), and CFP® (Certified Financial Planner™).

When asked about why Don focuses his efforts in the financial services arena, he replies, “It’s not a job or a career for me; it’s a lifestyle”. A lifestyle of caring and impacting lives for the better. Don strives to help people accomplish what they want from life. “If you focus solely on what they want to do,” Don explains, “it’s too narrow and you lose the big picture.” Don is all about the big picture. He fully appreciates and celebrates the balance needed in life and approaches his relationships the same way. Valuing each and every relationship, Don applies his vision of knowing his clients well, understanding what they want, and helps in removing road blocks to achieve future independence.

In addition to Don’s financial services focus, he has reached out to business owners to establish “exit planning.” Many times, business owners do not think about the plans needed to exit their businesses. These owners, who have worked long and hard developing and nurturing their businesses, are not prepared to sell them as entities. Don helps owners see, in financial terms, that their businesses have value beyond being solely a job.

Helping to bring success to someone’s future means being able to listen, understand, assess options, plan necessary actions, and stay connected along the way. Staying in touch with a client is critically important to establishing and maintaining the relationship. Don understands this and typically connects with his clients three to four times a year. However, he is always just a call away, and he welcomes the opportunity to strengthen and nourish each relationship.

When Don is not busy reaching out to MBA members, leading MBA events, planning for its future success, or connecting with his financial services clients, you’ll find him spending time on his other passions. Don is an avid fan of automobiles and enjoys restoration, car shows, and car races. Don is pictured with his pride and joy, a 1955 Crown Victoria which he has fully restored. In addition, Don enjoys backpacking the blue-blazed trails of Connecticut and spending time with his treasured family.

Feel free to reach out to Don at to learn more about his financial services business or the Marlborough Business Association. You’ll be sure to experience a unique connection that brings added value to your day.

500 Winding Brook Dr. Glastonbury, CT 06033 860.652.4360 Fax 860.652.3163
Registered Representatives offer securities and advisory services through NATIONAL PLANNING CORP. (NPC) Member NASD/SIPC A Registered Investment Adviser. Gateway Financial Group, Inc. and NPC are separate and unrelated companies.

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