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Macdonald Financial Services - Loveland, CO

Call Us: (970) 667-2950

 

Macdonald Financial Services

Macdonald Financial Services

Owner, Financial Advisor

970-667-2950
[email protected]

As experienced financial advisors and investment consultants, our goal at Macdonald Financial Services is to exceed our client's expectations by providing sound financial guidance and exceptional customer service. We do this through creating an atmosphere in which we make life long friendships.

Investments, taxes, insurance, retirement, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

To take advantage of all available options, today's investor needs two things: an understanding of which investment products are most appropriate for each situation and a relationship with a trusted investment professional who has a clear understanding of the investor's needs.

I am committed to putting quality service and objective advice first. I offer clients financial services in a variety of areas:

  • Retirement Planning - to design an investment strategy to help you pursue all of your retirement goals

  • Long-term care - to help ensure that you and your heirs are well-cared for

  • Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments

  • Estate planning - for preservation of wealth from generation to generation