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Lisa Rosenthal Email
Director Financial Planning/Financial Advisor . McDonald Partners
Cleveland, OH
Locationl*********@mcdonald-partners.com
Primary EmailHow to contact Lisa Rosenthal
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Employees:
29Revenue:
$4.3MAbout
Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio. We are a full-service brokerage and investment advisory firm, offering comprehensive solutions with a customer-centric focus. Our specialized approach allows us to create a customized plan based on your financial goals. We have the advantage of utilizing RBC Correspondent Services' suite of services and technology to meet our clients' needs. To learn more about McDonald Partners, please visit our web page at: www.mcdonald-partners.com Copyright © 2020 McDonald Partners / All Rights Reserved McDonald Partners, LLC is a Member FINRA & SIPC. The content on this website is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by McDonald Partners, LLC. McDonald Partners LLC is an SEC-registered investment adviser, offering an array of investment strategies. Registration with the SEC does not imply any level of skill or training. McDonald Partners' strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm's Form ADV, which is available at https://adviserinfo.sec.gov/. McDonald Partners, LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. McDonald Partners, LLC will not accept purchase or sale orders via LinkedIn or its messaging systems. McDonald Partners, LLC is not responsible for content posted by third-parties.McDonald Partners Address
1301 E. 9th StCleveland, OH
United States