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Macdonald Financial Services - Loveland, CO

Call Us: (970) 667-2950

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a suitable approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

AJ Macdonald

Owner / Financial Advisor, CDFA®

970-667-2950

970-667-3397

With over two decades of experience in the investment and financial planning fields, AJ heads Macdonald Financial Services and directs the planning, management, analysis, research and review of all client programs.

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Devin Jones

Financial Consultant, CRPC®

970-667-2950

970-667-3397

EXPERIENCE Devin has been working in the investment industry since 1995. His career began at First National Bank of Fort Collins, part of First National Bank of Omaha, where he worked for 6 years.

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Denise Perich

Marketing Director

970-667-2950

970-667-3397

Denise is a proud Colorado native, having been born and raised in Fort Collins, eventually getting her Business Management degree from Colorado State University.

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Deanne Wooldridge

Administrative Assistant

9706672950

9706673397

Deanne started working at Macdonald Financial in May of 2018, bringing with her more than 10 years of administrative assistance experience. She was born and raised in Colorado and currently lives in Evans. When she is not spending time...

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