Danielle Mackinnon, Cfp® Email & Phone Number
@thecolonygroup.com
2 phones found area 617
LinkedIn matched
Who is Danielle Mackinnon, Cfp®? Overview
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Danielle Mackinnon, Cfp® is listed as Vice President, Senior Financial Counselor at The Colony Group, a with 123 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at thecolonygroup.com, phone signal with area code 617, and a matched LinkedIn profile for Danielle Mackinnon, Cfp®.
Danielle Mackinnon, Cfp® previously worked as Senior Financial Advisor / Principal at Mintz Levin Financial Advisors, Llc and Financial Counselor at Rinet Company, Llc. Danielle Mackinnon, Cfp® holds Bba, Finance And Operations Management from Isenberg School Of Management, Umass Amherst.
Email format at The Colony Group
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AeroLeads found 1 current-domain work email signal for Danielle Mackinnon, Cfp®. Compare company email patterns before reaching out.
About Danielle Mackinnon, Cfp®
I provide financial counseling to high-net worth individuals and families to assist them in meeting their financial and life goals. The Colony Group is a solutions-oriented wealth management firm with a team of experienced professionals, including financial planners, analysts, portfolio managers, accountants and attorneys who are equipped to address all of our clients' financial needs, from asset allocation and investment management to tax, estate and retirement planning, charitable giving, risk management and more. Our team acts as our clients' financial quarterback, coordinating their financial lives and implementing customized and tailored plans so they can rest easy and spend their time on their business, family and friends. Through the comprehensive planning my team and I provide, we ensure that our clients' needs are fully assessed and appropriate plans are implemented and monitored, collaborating with our clients to make adjustments as needed. I communicate regularly with my clients to make sure we can stay current with changes in their lives and goals.I look forward to working with you to help you achieve your financial goals.
Danielle Mackinnon, Cfp®'s current company
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Danielle Mackinnon, Cfp® work experience
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Vice President, Senior Financial Counselor
CurrentFounded in 1986, The Colony Group is the smart choice for high-net worth individuals and families, corporate executives, professionals and retirees seeking experienced counsel that goes beyond investment management and encompasses all financial considerations, including tax and estate planning, retirement planning, charitable giving, and risk management. I am a Senior Financial Counselor and Vice President, working with a team to provide personalized financial advice to help our clients achieve their goals, implementing comprehensive financial plans to assist in coordination of all aspects of their financial lives.
Senior Financial Advisor / Principal
Financial advisor providing comprehensive financial planning and investment advice to high net worth individuals.
Financial Counselor
RINET is a private wealth management firm serving high net worth individuals and families.
Colleagues at The Colony Group
Other employees you can reach at buckinghamstrategicpartners.com. View company contacts for 123 employees →
Paige Mabrey
Colleague at The Colony GroupO'Fallon, Missouri, United States
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Matt Glazier
Colleague at The Colony GroupDenver, Colorado, United States
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Joe Swanson
Colleague at The Colony GroupGreater St. Louis, United States
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Amir Amit Hemnani
Colleague at The Colony GroupMumbai, Maharashtra, India
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Kayleen Nguyen
Colleague at The Colony GroupSan Diego, California, United States
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Steve Ncginnis
Colleague at The Colony GroupSan Jose, California, United States
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Ashley Caragio
Colleague at The Colony GroupSan Francisco Bay Area, United States
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Chris Cunningham
Colleague at The Colony GroupElk Grove, California, United States
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Jared Hoffman
Colleague at The Colony GroupSt Louis, Missouri, United States
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Alvin Martinez
Colleague at The Colony GroupSan Francisco, California, United States
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Danielle Mackinnon, Cfp® education
Frequently asked questions about Danielle Mackinnon, Cfp®
Quick answers generated from the profile data available on this page.
What company does Danielle Mackinnon, Cfp® work for?
Danielle Mackinnon, Cfp® works for The Colony Group.
What is Danielle Mackinnon, Cfp®'s role at The Colony Group?
Danielle Mackinnon, Cfp® is listed as Vice President, Senior Financial Counselor at The Colony Group.
What is Danielle Mackinnon, Cfp®'s email address?
AeroLeads has found 1 work email signal at @thecolonygroup.com for Danielle Mackinnon, Cfp® at The Colony Group.
What is Danielle Mackinnon, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Danielle Mackinnon, Cfp® at The Colony Group.
Where is Danielle Mackinnon, Cfp® based?
Danielle Mackinnon, Cfp® is based in Boston, Massachusetts, United States while working with The Colony Group.
What companies has Danielle Mackinnon, Cfp® worked for?
Danielle Mackinnon, Cfp® has worked for The Colony Group, Mintz Levin Financial Advisors, Llc, and Rinet Company, Llc.
Who are Danielle Mackinnon, Cfp®'s colleagues at The Colony Group?
Danielle Mackinnon, Cfp®'s colleagues at The Colony Group include Paige Mabrey, Matt Glazier, Joe Swanson, Amir Amit Hemnani, and Kayleen Nguyen.
How can I contact Danielle Mackinnon, Cfp®?
You can use AeroLeads to view verified contact signals for Danielle Mackinnon, Cfp® at The Colony Group, including work email, phone, and LinkedIn data when available.
What schools did Danielle Mackinnon, Cfp® attend?
Danielle Mackinnon, Cfp® holds Bba, Finance And Operations Management from Isenberg School Of Management, Umass Amherst.
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