$40MM AUM | $600 GDC in Pleasant Hill, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
328 days old
General
Location
Pleasant Hill, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40.00
Gross Revenue
$600.00
# of Accounts
220
Avg Client Age
62
Overview

We are a local, fee-based advisory firm. Michael MacDonald Financial an independent Registered Investment Advisor (RIA) and we offer objective advice and comprehensive services in the following areas:

Financial Planning
Retirement Planning
Investment Management
Risk Management
Our goal is to help you protect and grow your hard-earned assets by forming a long-term partnership based on trust, transparency, and more than 30 years of experience. l have been serving professionals, business owners, pre-retirees, retirees, widows, and widowers since 1979. His clients primarily reside in the California communities of Lamorinda, Lafayette, Moraga, Orinda, Pleasant Hill, Walnut Creek, San Ramon Valley, Danville, Alamo, Martinez, Concord, Contra Costa County, Benicia, Vallejo, and Solano County, as well as Greater Seattle.

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