Question 1

What services does the company offer?

Accepted Answer

The company offers individual and family services, business owner services, and insurance and annuities. They also provide seminars and educational tools for their clients.

Question 2

What is the company's approach to working with other advisors?

Accepted Answer

The company takes a collaborative approach, working closely with other financial advisors to provide the best possible solutions for their clients.

Question 3

What licenses and affiliations does the company have?

Accepted Answer

The company is licensed to sell insurance through New York Life Insurance Company and is a registered representative of NYLIFE Securities LLC, a member of FINRA/SIPC. They are also a financial advisor with Eagle Strategies LLC, a registered investment adviser.

Question 4

What geographic areas does the company serve?

Accepted Answer

The company is licensed to conduct insurance business in the states of AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NC, ND, NH, NJ, NM, NY, OK, PA, RI, SC, TN, UT, VA, WA, and WI. They cannot offer insurance products outside of these states.

MacDonald Insurance & Financial Services

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About MacDonald Insurance & Financial Services

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Frequently Asked Questions about MacDonald Insurance & Financial Services

What services does the company offer?

What is the company's approach to working with other advisors?

What licenses and affiliations does the company have?

What geographic areas does the company serve?

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