Topline | Joseph Mcdonnell

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Joseph Mcdonnell

Principal and Owner at McDonnell Capital Management

Intro Book

Experienced financial expert offering estate planning, small business management, and wealth management services.

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Location

Oak Forest, Illinois, United States, US

Skills

Estate Planning
Small Business
Retirement Planning
Financial Planning
Investments
Accounting
Wealth Management
Iras
Tax Preparation
Business Planning
Strategic Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Joseph Mcdonnell has 37 years of experience in financial planning, which is extremely valuable. He’s a certified financial planner (CFP(R)), personal financial specialist (PFS), and has an MBA from DePaul University. His experience spans estate planning, small business management, retirement planning, and wealth management. Location is Oak Forest, Illinois, which is a suburban area with a moderate cost of living. Considering his extensive experience, education, and certifications, I’d estimate his hourly rate to be around $250. This is slightly below the national average for financial planners, but his local presence and experience with small businesses and estates might justify this rate. Some financial planners with similar experience can charge $300–$500 per hour, but Mcdonnell’s local focus and business ownership might keep his rates lower.

Bio

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Topline AI

Joseph Mcdonnell is a seasoned financial expert with 37 years of experience in estate planning, small business management, retirement planning, and wealth management. He holds an MBA from DePaul University and a Bachelor of Science in Accounting from the same institution. As the Principal and Owner of McDonnell Capital Management and Joseph J. McDonnell, CPA, CFP(R), PFS, he provides comprehensive financial planning services to clients across the United States.

Experience

McDonnell Capital Management
- United States
- Principal and Owner
  - Jun 2012 - Present
  - United States
Joseph J. McDonnell, CPA, CFP(R), PFS
- Owner
  - Dec 1986 - Present

Education

DePaul University
DePaul University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Joseph Mcdonnell

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate