McDonald Retirement Services

Trenton, United States

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Description

Specialties

We provide clear and informative directions for individuals

and small businesses while improving the communities in which we live and work.

*Insurance

*Retirement

*Tax Service

*Life

*Health

*IRA

*401K

*Annuities

*Individual

*Small Businesses

Meet the Business Owner

David M.

Business Owner

David has been licensed to conduct business in the State of Michigan since 1998. He is also licensed in Ohio, Indiana, Florida and Nevada. He holds Securities licenses, Series 6, 63 and 65 as well as being a Variable Licensed Life, Health and Field Underwriter. He also is a Fraternal Insurance Counselor.

In the late 1980’s and throughout the 1990s David was successful in the restaurant business managing two of the most critically acclaimed and celebrated businesses in Detroit-​Van Dyke Place and The Whitney Restaurants. Since beginning his career in the Financial Series Industry, David has developed a successful practice working with and servicing individual clients and small businesses as a Financial Advisor and trusted partner. David has worked as as a consultant with several insurance companies and marketing organizations helping develop advisor training, service standards, product design and implementation, marketing and client services centers.