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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 |
Macdonald services are personal and informative in every way. They help you understand both your financial interest and the economy at large. Professional all around.
I have been a client for 4 years at Macdonald Financial Services for 4 years and have been pleased with their investment plan for me. The staff is great and AJ is a great human along with being and excellent investor. Keep up the great work!
My Wife and I have been with Macdonald Financial Services for over 17 years, and my Mother for many years prior, AJ and crew set my Mom up through her golden years with absolutely no issues. We are very happy with our decision to relocate our retirement finances from our previous manager to MFS, The staff is knowledgeable, professional and always friendly and if we have questions, we get answers.
AJ has been my financial advisor for many years and has always been like a good friend! He always asks about my family and my well being! We have many like interests so we share stories and memories. When it comes down to business AJ is always prepared to give me the information about my accounts. His entire team are very personable and helpful!
AJ and his team bring all the things we were looking for in a financial planning provider: Wall Street savvy paired with a relationship-driven, caring and attentive ethos. We've had our investments with Macdonald Financial Services since 2017 and have comfortably out-performed the market, and never felt like we were "just another client."
Frequently asked questions about Macdonald Financial Services
How is Macdonald Financial Services rated?
Macdonald Financial Services has a 5 star rating with 82 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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