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Macdonald Financial Services
- Financial Services
- Loveland, CO
About this business
We are 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 meet all of your retirement goals Long-term care - to 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
Location details
4025 St Cloud Dr Ste 250, Ste 250, Loveland, CO, 80538, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My husband has been with Macdonald Financial Services for over 21 years and has always been confident in them and the decisions they have made for his retirement. Friendly and caring. Highly recommend their services.
AJ has always been very respectful and helpful in listening and offering his advice in our previous, current and future Financial situations. Could not recommend highly enough!
They have always been so helpful and I am very pleased with the way my account is being handled. The people are very friendly.
Super Nice Folks!
AJ has been our financial advisor for 25 years! We appreciate his honesty and integrity! With his guidance, we’ve accomplished all our financial goals!
Frequently asked questions about Macdonald Financial Services
How is Macdonald Financial Services rated?
Macdonald Financial Services has a 5 star rating with 139 reviews.
When is Macdonald Financial Services open?
Macdonald Financial Services is closed now. It will open at 8:00 a.m.
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