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ABOUT US

McDonnell & Associates exemplifies what it means to put its clientele first. By creating an avenue that allows for a tailored solution toward financial management and accounting, McDonnell and Associates embodies the expertise required to support Individuals and corporations, in forging a pathway toward financial freedom through the use of strategic planning, as a way to achieve financial goals.
Practice Areas

OUR SERVICES

  • Financial Services

  • Bookkeeping

  • Investments

  • Revenue Improvement Strategies

  • Business Planning

  • Asset Management

OUR VISION

The culture of our company is to value the relationships that help provide a platform that exemplifies what we do best. Those values include our dedicated approach toward customer satisfaction, which is based upon trust, mutual respect and the effective financial analysis and guidance provided by our associates, each of whom are committed to working with the consumer to achieve the common goal of financial growth, security and accountability.

 

McDonnell & Associates understands the impact that professional asset management offers in today's changing environment and sensitive market. The insight that our dedicated associates offer proves to be the cornerstone of thriving organizations, which benefit from an expansive array of financial solutions offered and tailored to meet the needs of each client and industry. This is why McDonnell & Associates is committed to creating personalized options of exceptional quality, which are supported by effective accounting principles that fosters fiduciary responsibility. Our associates offer a reliable resource for identifying the needs and accomplishing the objectives of your professional organization.

 

McDonnell & Associates is a personal and corporate financial planning firm, that offers years of organic expertise and a reputable business history that thoroughly responds to the needs of those we serve. Our comprehensive approach to financial planning and asset management provides a rich network of accounting practices that create a solvent approach to maintaining and enriching your financial integrity.

Our Vision
Our Attorneys
Contact

CONTACT

McDONNELL & ASSOCIATES

OUR ADDRESS

PO Box 751

Tustin, CA 92781

Email: associates@lewismcd.com
Tel:  (888) 263-8638

 

Get in touch today to learn how we can help you

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