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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 |
AJ and his team at Macdonald Financial Services have been helping my family for three generations. They make all clients feel like part of a family. They take the time to understand your goals, put plans in place to help you achieve them, and give frequent one-on-one updates on how things are going. I strongly recommend Macdonald Financial Services to my friends and family.
AJ and the staff have always been so welcoming and helpful whenever I come in. When I call for an appointment they get me in as soon as possible. AJ answers all my questions and gives me that feeling of relief and peace. I know he has my back!! They get a 10 plus stars 🌟
I feel that AJ and Devin always act in my best interest. I have been extremely pleased with the results of their actions through all the highs and lows.
We have been very happy with Macdonald Financial Services. Investment management has really helped us tremendously and we were able to retire early. Very personal and the professional guidance helps us secure financial future. Thank you!
We've had nothing but a positive experience with AJ. The whole office is first class.
Frequently asked questions about Macdonald Financial Services
How is Macdonald Financial Services rated?
Macdonald Financial Services has a 5 star rating with 130 reviews.
When is Macdonald Financial Services open?
Macdonald Financial Services is closed now. It will open on Monday at 8:00 a.m.
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