Review Ty McDonald - Financial Advisor At Waddell & Reed In gallatin, montana, united-states | Finance In Gallatin
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Ty McDonald - Financial Advisor At Waddell & Reed
2075 Charlotte St., Suite 2
Gallatin,
Montana,United-states - 59718
Detailed description is I help people involved in agriculture and small business pursue their financial goals with strategies for their unique situation.
My passion is to help individuals, families, and businesses by developing a financial plan which is designed to answer the age old question; will I outlive my money plan or will my money plan outlive me? I seek to discover unique solutions for ranches and farms as they prepare to make the business affordable for the next generation while still keeping the current generation financially secure.
With that, I focus on farm and ranch financial needs as well as those individuals and industries involved directly or indirectly with agriculture.
I can help in many ways from estate and succession planning, insurance planning, education planning, retirement planning, Social Security & Medicare planning, tax planning, and dealing with major life events (marriage, buying land or a house, and caring for aging parents).
I believe taking a holistic view of a client's financial situation to help ensure all pieces of the financial picture are working in unison makes all the difference!.
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Merrimac Cattle Co.
- Secretary / Treasurer.
My other passion is helping raise cattle to feed the world on my family ranch..
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Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies..
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Superstarter Bronze, Silver, and Gold - December 2015.
Pacesetter Gold - January 2016.
Million Dollar Club - February 2016.
Financial Planning Plaque - March 2016.
Circle of Champions - 2016.
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Awards are presented annually by Waddell & Reed and are based on sales activities..
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Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements..
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This site is published for residents of the United States only.
Advisors of Waddell & Reed, Inc.
may only transact business in states where they are registered.
Therefore, a response to a request for information may be delayed..
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For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762.
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Established in the recent years Ty McDonald - Financial Advisor at Waddell & Reed in gallatin , montana in united-states.
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Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
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For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
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The establishment has flexible working timings for the employees and has good hygene maintained at all times.
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