McDonald Partners Email Format

Financial ServicesOhio, United States11-50 Employees

McDonald Partners operates in the financial services sector as a brokerage and investment advisory firm. It builds customized plans aligned with clients' financial goals, using a process that centers on individual objectives. The firm relies on RBC Correspondent Services' suite of services and technology to support its client offerings.

Headquartered in Cleveland, Ohio, with additional offices in Ann Arbor and Boyne City, Michigan, and Toledo, Ohio, the firm was founded by Thomas McDonald. McDonald Partners, LLC is registered with the SEC as an investment adviser and is a member of FINRA and SIPC.

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