Macdonald Financial Services

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

4025 St Cloud Dr Ste 250, Loveland, Colo...

Phone Number

(970) 667-2950

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
1
1

About Macdonald Financial Services

Macdonald Financial specializes in personalized wealth management and financial planning services tailored to the needs of families in Northern Colorado. They offer a comprehensive range of services including investment planning, retirement planning, insurance planning, estate planning, legacy planning, and tax planning. The firm emphasizes values such as trust, honesty, and integrity in their client relationships. Their experienced team provides lifelong financial guidance to help clients navigate various life transitions.Explore more
Macdonald Financial Services's Social MediaPopular SearchesMacDonald Financial ServicesMacdonaldfinancialservices.comWww MacdonaldfinancialservicesIn Financial ServicesMacdonald FinancialSIC Code 62,628NAICS Code 52,523Show more

Macdonald Financial Services Org Chart

PhoneEmail
AM
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Manager, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Macdonald Financial Servi...

<$5M
1-10
Private
-
1981
AM
Abel McBrideManager, Marketing
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
1992
DP
Debra PrattManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Macdonald Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Macdonald Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Macdonald Financial Services.

Macdonald Financial Services Tech Stack

A closer look at the technologies used by Macdonald Financial Services

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Frequently Asked Questions Regarding Macdonald Financial Services

What is Macdonald Financial Services's official website?
Macdonald Financial Services's official website is www.macdonaldfinancialservices.com
What is Macdonald Financial Services's Revenue?
Macdonald Financial Services's revenue is <$5 Million
What is Macdonald Financial Services's SIC code?
Macdonald Financial Services's SIC: 62,628
What is Macdonald Financial Services's NAICS code?
Macdonald Financial Services's NAICS: 52,523
How many employees does Macdonald Financial Services have?
Macdonald Financial Services has 1-10 employees
What industry does Macdonald Financial Services belong to?
Macdonald Financial Services is in the industry of: Finance, Securities Trading
What is Macdonald Financial Services competition?
Macdonald Financial Services top competitors include: Maclean Wealth Planning, Legacy One Financial, Provident Wealth Management Group, KASE Wealth Advisors
What technology does Macdonald Financial Services use?
Some of the popular technologies that Macdonald Financial Services uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact Macdonald Financial Services?
Macdonald Financial Services contact info: Phone number: (970) 667-2950 Website: www.macdonaldfinancialservices.com
What does Macdonald Financial Services do?

Macdonald Financial specializes in personalized wealth management and financial planning services tailored to the needs of families in Northern Colorado. They offer a comprehensive range of services including investment planning, retirement planning, insurance planning, estate planning, legacy planning, and tax planning. The firm emphasizes values... such as trust, honesty, and integrity in their client relationships. Their experienced team provides lifelong financial guidance to help clients navigate various life transitions.Read More

What are Macdonald Financial Services social media links?
Macdonald Financial Services Linkedin page Macdonald Financial Services Twitter page Macdonald Financial Services Facebook page
Is Macdonald Financial Services a public company?
Macdonald Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Macdonald Financial Services

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