Fiduciary

McDonnell Capital Management

Frankfort, Illinois

★ 5.0 (1 reviews)
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About

McDonnell Capital Management is a fee-only firm in Frankfort, Illinois, specializing in investment management and wealth management alongside insurance planning. The firm provides estate planning, financial planning, insurance analysis, and investment management services. Advisors hold CLU credentials and operate as fiduciaries. The firm serves clients in English.

Specialties

Insurance Planning Investment Management Wealth Management

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: 8:30AM-4:30PM, Saturday: Closed
SEC registered
No

Professional credentials

CLU

Chartered Life Underwriter

Insurance and risk management expertise, especially life insurance planning

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