If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
MACDONALD FINANCIAL SERVICES
Financial Services
LOVELAND, Colorado 66 followers
We help people prepare for their longest vacation of their lives. Their retirement.
About us
MACDONALD FINANCIAL SERVICES is a financial services company based out of 4025 SAINT CLOUD DRIVE, SUITE 250, LOVELAND, Colorado, United States. 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.
- Website
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http://macdonaldfinancialservices.com
External link for MACDONALD FINANCIAL SERVICES
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- LOVELAND, Colorado
- Type
- Self-Owned
- Founded
- 1998
- Specialties
- wealth management, finance, insurance, investments, retirement plans, ROTH IRA, Traditional IRA, College plans, Estate plans, 401k planning, and Estate planning
Locations
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Primary
Get directions
4025 SAINT CLOUD DRIVE, SUITE 250
LOVELAND, Colorado 80538, US
Employees at MACDONALD FINANCIAL SERVICES
Updates
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"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt. #LifeInsurance
Preparing for the Expected
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We’re thrilled to share that AJ has officially earned his CEPA (Certified Exit Planning Advisor) designation! 🎉 This prestigious certification equips AJ with the tools and expertise to help business owners create successful exit strategies, ensuring a smooth transition and lasting impact. AJ’s commitment to ongoing education and client-focused solutions is what sets him apart. Congratulations, AJ, on this significant achievement—we’re excited for the difference you’ll continue to make for our clients! 💼👏 #CEPA #ExitPlanning #ClientFocused
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Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt
Should I Pay Off Debt or Invest?
macdonaldfinancialservices.com
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If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.
The Pros and Cons of an NUA Strategy
macdonaldfinancialservices.com
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Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.
Exploring Retirement Plans for Small Businesses
macdonaldfinancialservices.com
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We all want to know, “What’s next for the financial markets?” But no one knows for sure.
Where Is the Market Headed?
macdonaldfinancialservices.com
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Please join us in celebrating Devin’s 17th work anniversary! 🎉 Over nearly two decades, Devin has been a cornerstone of our team, consistently demonstrating dedication, expertise, and leadership. His commitment to excellence and the care he shows for both our clients and colleagues are truly unmatched. Thank you, Devin, for 17 remarkable years—we’re excited for what’s ahead! Feel free to share your congratulations in the comments. 🎈👏 #WorkAnniversary #TeamMilestones #Leadership
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Investors should understand the ways in which financial professionals are compensated for the services they provide.
How Financial Professionals Are Compensated
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Yesterday, we celebrated the holiday season with our wonderful clients at our Ugly Christmas Sweater Casino Party! It was an afternoon of fun, connection, and a bit of friendly competition as we played games, handed out prizes, and admired some truly creative holiday sweaters. Thank you to everyone who made the day so memorable. Here’s to spreading joy and celebrating together! #ClientAppreciation #HolidayCelebration #CommunityEngagement
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