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McDonald Partners
Information by Research TrustFinance
McDonald Partners is an employee-owned wealth management firm headquartered in Cleveland, Ohio. With a history tracing its roots back to McDonald & Company Investments founded in 1924, the current firm was established in 2006. The company's mission is to provide a client-centric approach, offering integrated services that include wealth management, retirement plan services, and capital markets advisory. They emphasize a personalized strategy for each client, covering financial planning, investment management, and estate planning.
United States
Industry
Financial