Whether you work for a company, are retired or close to retirement, or own a business, the need for a plan exists. After evaluating your goals and educating you on the process, we thoughtfully handpick the services to execute your plan.
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The opinions and recommendations expressed herein are those of Park Edge Group and do not necessarily reflect those of McDonald Partners, LLC. Park Edge Group is affiliated with McDonald Partners, LLC. Securities products, insurance products, brokerage services and investment advisory services are offered by McDonald Partners, LLC, a dually registered broker-dealer and investment adviser, and a member FINRA, and SIPC. Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of McDonald Partners and its investment advisory services and fees, see the firm's Form ADV on file with the SEC at www.adviserinfo.sec.gov. The material was prepared by or obtained from sources which we believe to be reliable, but accuracy is not guaranteed. Any opinions expressed herein are subject to change without notice and are not intended as a recommendation to purchase or sell a security.
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