About Us | Our Team

        John R. MacDonald, RP®     Charlene K. Dolan, CFP®     Danielle Holmes, CFPC®         

At Dolan Financial Services, building long-term relationships with clients is our priority.  Together, we carefully chart a course to pursue financial success. You provide the vision - we provide the focus. 

You deserve the peace of mind that comes from knowing that your financial life is aligned with your values and hopes for the future.

You deserve a financial professional who...

  • makes your questions, concerns and goals a priority.
  • works for and with you - not around you.
  • invests in accordance with your plan and risk tolerance.
  • provides an investment portfolio free of hidden costs and biases.
  • actively manages and monitors your investments and meets with you regularly.
  • stays current on the financial markets, investments and financial planning issues.

To learn more about our team members, click on their individual photos below.
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This communication strictly intended for individuals residing in the states of AZ,FL,GA,MA,MD,ME,NH,RI,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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