MACDOUGALL  FINANCIAL  COUNSELING, LLC

OUR TEAM HISTORY OF THE FIRM CONTACT US

A FULL SERVICE INVESTMENT AND ESTATE PLANNING COMPANY OFFERING INDEPENDENT COMMISSION FREE FINANCIAL ADVICE TO INDIVIDUALS AND FAMILIES.

MacDougall Financial Counseling is a Registered Institutional Financial Advisor with both TD Ameritrade and Fidelity. We manage individual accounts, Trusts, and Foundations totaling more than $250MM in assets using no load mutual funds. Through client consultations, we develop a long-term strategic allocation of stocks and bonds and reduce risk by using a diversified pool of mutual fund managers spanning the geographic and capitalization spectrums.

SERVICES

INVESTMENT ADVICE WILLS AND TRUSTS INSURANCE AND ANNUITIES TAX AND ESTATE PLANNING