Broker Check

PO Box 903
Batavia, NY 14021

Bouchard Financial Services, LLC

(585) 343-7478

Donald E. Bouchard, MBA, ATP, LUTCF

Donald E. Bouchard, MBA, ATP, LUTCF

My career spans over 30 years in the financial services industry. I have held positions with a major insurance company for 14 years and a local bank for 11 years, offering financial products to my clients.

I also have been preparing income tax returns for individuals and small business for more than 25 years through my own private firm. 

I hold a BA from SUNY Geneseo (1982) and an MBA from Medaille College (2007). I also hold two professional designations: Accredited Tax Preparer (ATP) from the College for Financial Planning (1993) and Life Underwriter Training Council Fellow (LUTCF) from the Life Underwriter Training Council (1990). I am affiliated with the Sigma Beta Delta Business Honor Society, the National Association of Tax Professionals and the Genesee County Chamber of Commerce.

I have been honored with many sales and services awards with various companies. I was also featured in Bank Investment Consultant magazine, Oct 2000 as their "Spotlight Rep." My community service is playing  guitar for various local events and museums.

Through a combination of experience, knowledge and integrity, I provide each client the guidance necessary to identify and implement strategies to pursue their financial goals and dreams.


  • Series 7, 63
  • Insurance (Life, Health with Long Term Care)
  • Registered Representative: New York
  • Investment Advisor Representative: New York