Allstate Personal Financial Representative: Viki Mann

Bookkeeping needs vary from person to person and business to business. For some, it’s simple reconciliation of accounts to make sure all income and expenses are clean for tax-filing purposes. For others, it entails paying bills and invoicing clients...

Macdonald Financial Services helps individuals, families, and business owners with their financial decisions. With personalized wealth management strategies and guidance, we simplify complex financial topics and create tailored plans to help you grow, protect, and transfer your wealth. Whether you're planning for retirement, investing for the future, or managing your financial legacy, our experienced team is here to support you every step of the way. Located in Loveland, Colorado

Dedicated to working with clients to manage their financial life so they can focus on their passions in life!