At Macdonald Financial Services, we specialize in helping high-net-worth individuals and families gain clarity and confidence in their financial futures. Navigating wealth management can feel overwhelming, especially when facing decisions about retirement, taxes, and leaving a legacy. That’s why we’re here to provide clear, customized strategies for every stage of your financial journey.
Our story is rooted in personal experience. After losing his father at age ten, our founder, AJ Macdonald, witnessed the critical importance of financial planning. Inspired by this, he founded Macdonald Financial Services in 2001, bringing over 35 years of expertise to retirement planning, investment management, and financial education.
Recognized as a Forbes Best in State Wealth Advisor and ranked in the top 1% of LPL advisors, we’re proud to deliver exceptional results while prioritizing strong client relationships. We take a proactive approach, regularly monitoring your accounts and communicating frequently to help you feel informed and confident.
At Macdonald Financial Services, we’re here to help guide you toward a secure and fulfilling financial future.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA finra.org / SIPS sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 4025 Saint Cloud Drive, Suite 250, Loveland,colorado 80538,united States
- Phone
- +1 970-667-2950
- an****@****lpl.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- macdonaldfinancialservices.com
- Keywords
- wealth management, finance, insurance, investments, retirement plans, ROTH IRA, Traditional IRA, College plans, Estate plans, 401k planning, Estate planning.
- HQ
- LOVELAND, Colorado
Macdonald Financial Services Questions
Macdonald Financial Services's helpline number is +1 970-667-2950
Macdonald Financial Services's website is macdonaldfinancialservices.com
Macdonald Financial Services's LinkedIn profile is https://www.linkedin.com/company/macdonald-financial-services
Macdonald Financial Services has
6 employees.
View email and phone details for 6
employees at Macdonald Financial Services.
Macdonald Financial Services's industry is
Financial Services
Macdonald Financial Services's top competitors are
Vulcan Consulting,
Hrx Benefits Llc,
Ev Studio,
Bullion Standard, Inc.,
Trekksoft,
Foundation,
Mason Wealth Management,
Kl&a,
Valentia Partners,
Hegarty Financial Management Ltd..
Macdonald Financial Services's support email address is andrew.macdonald@lpl.com
Macdonald Financial Services's categories are Financial Services
Macdonald Financial Services's founding year is 1998
