Our Firm
Jamestown Financial Group is owned and operated by Thomas H. MacDonnell, Chartered Financial Consultant. Thom offers comprehensive financial services to his private clientele and specializes in Retirement Planning, Wealth Preservation and Asset Management. Thom has over 30 years business and 20 years financial service experience.
Here is a sampling of everyday topics for which Thom provides financial advice & solutions:
* 401k, 403b, 457 & TSP Rollovers
* Self Directed 401k, 403b Plans
* Roth IRA accounts & Roth IRA conversions
* Fee-based Advisory & Portfolio Services
* Income & Tax Diversification Strategies
* Estate Planning & Gifting Strategies
* Life, Long-Term Care & Health Plans
* Group Health & Retirement Savings Plans
* College Saving & Educational Funding Plans
As an agent for over the past 20 years, Thom has built up direct relationships with virtually all the major life and health insurance companies.
As a Registered Representative, Securities Principal and Investment Advisor, Thom's affiliation with Centaurus Financial, Inc. extends his reach to top-tier investment and advisory platforms, many of which were formerly only available to Institutional Customers such as Government or Private Pension Plans, Private Equity or College and University Endowments.
.