The most important thing is to define your goals

McDonald Financial is a boutique style firm with a large company feel providing a full spectrum of services and products to address your financial goals. We use leading edge technology in both research and customer service. At McDonald Financial, we pride ourselves on working for the client, not a "big-box" corporate firm or banks. We understand the complexities of each clients needs and refuse the industry norm of the cookie cutter approach. With years of experience and strategies to help build financial confidence, please contact us for all your financial needs. 

Our Mission

We believe that objective financial guidance is a fundamental need for everyone. We focus to create personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.

Our Values

• Our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well.
• Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.
• We respect and support each other, our customers, and our communities.

Our Commitment to our Clients

• Our Clients are the most important people in this company.
• Our Clients are not an interruption of our work. They are the purpose of it. We are not doing them a favor handling their inquiries. They are doing us a favor by giving us the opportunity to earn their business.
• Our Clients rely on us to help them prosper. It is our goal to do so profitably.
• Our Clients deserve to have their phone calls and emails returned promptly.
• Satisfying our Clients’ needs is our top priority.