Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About McDonald Wealth Management Group
What services does McDonald Wealth Management Group offer?
McDonald Wealth Management Group offers financial advising, investment management, investment funds, and stock broker services.
What are the operating hours of McDonald Wealth Management Group?
The group is open Monday through Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
Where is McDonald Wealth Management Group located?
It is located at 121 E Main St, Purcellville, VA 20132, United States.
How can I contact McDonald Wealth Management Group by phone?
You can reach McDonald Wealth Management Group at +1 540-338-2291.
Does McDonald Wealth Management Group provide services in languages other than English?
No, the services are provided in English only.
Are there any nearby financial advisors to McDonald Wealth Management Group?
Yes, Edward Jones - Financial Advisor: Joshua Wolinski is a nearby financial advisor that clients might consider for additional support.
What nearby dining options are available around McDonald Wealth Management Group?
Nearby dining options include Solare Wine Room, Purcellville Family Restaurant, and McGilligan's Taco Cabana & Irish Pub, ideal for clients to enjoy before or after their appointment.
Are there any nearby places where I can address vehicle needs when visiting McDonald Wealth Management Group?
Yes, Bridge's Auto Center offers automotive repair and tire services nearby, which could be convenient if needed during your visit.
Can I access McDonald Wealth Management Group's services online or through mobile apps?
Yes, they offer web conferencing services and have mobile apps available for Android and iOS for convenient access.
What types of retirement and investment plans does McDonald Wealth Management Group specialize in?
They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.