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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 |
We have worked with AJ for many years. We appreciate his down to earth advice and explanation of the markets. We have learned a lot from him and trust his advice. He was super helpful during my recent retirement.
AJ and his team are always a great help to my Dad Kim whenever he needs any financial assistance or going in for a update on his accounts. They are all very kind, trustworthy, and quick to respond if he has any questions.
Macdonald Financial provides the ideal balance of everything our family could hope for regarding our savings and financial health. Always ready to help, always eager to listen, A.J. and his team of warm and caring professionals continue to achieve the best results for us. To be able to feel security and peace of mind during turbulent times is an amazing service - - Thank you!
I have worked with Devin Jones for many years, and he has always been friendly and helpful. Recently, since my husband died, I have depended on him for assistance in completing estate issues. He has spent many hours with me and in researching on his own to help with this process. (My husband was not his client). I trust that he always has my best interests when giving opinions and advice.
Frequently asked questions about Macdonald Financial Services
How is Macdonald Financial Services rated?
Macdonald Financial Services has a 5 star rating with 147 reviews.
When is Macdonald Financial Services open?
Macdonald Financial Services is open now. It will close at 5:00 p.m.
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