Know who is working for you.
We are dedicated to providing high service standards to clients through a proactive and strategic approach.
Our team formed in 2004 and has expanded to include 14 staff, 9 of which are specialized advisors dedicated to serving unique client needs. Working closely with accountants, lawyers, and a team of professional experts, our team is committed to building a solid financial foundation for all, while tailoring to each client’s specific goals.
Daniel K. MacDonald
Let us guide you
Call us today for your free, no obligation financial planning session.