Broker Check

   


Campbell Office:
51 E Campbell Ave
Suite 103A 
Campbell, CA 95008

 

 

McDonald Wealth Management

 

 

 
 
West Linn Office:
1880 Willamette Falls Drive
Suite 200c
West Linn, OR 97068 
 

Redwood City Office:
1733 Woodside Road
Suite 315 
Redwood City, CA 94061

 

 

 

 

Products and Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Coverdell Education Savings Account
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Planing Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance