Financial Services for School Districts and Municipal Entities

  • General Obligation Bonds
  • Lease Revenue Bonds
  • Lease Purchase Financing
  • Oklahoma Liquid Asset Pool
  • Tax Anticipation Notes
  • 2020 Election Dates & Filing Deadlines
    Preliminary Official Statements (Upcoming Sales)




    Services

    Stephen H. McDonald & Associates offers a variety of financial services to meet the ever-growing financial needs of school districts and municipal entities. Our public relations recommendations for presenting bond issues to the electorate are continuously revised to enhance the success rate of our clients. We assist in obtaining Lease Purchase Financing on both real and personal property and Tax Anticipation Notes to meet cash flow needs. We also serve as the Marketing Agent for the Oklahoma Liquid Asset Pool.

    Our Staff

    Our staff is comprised of qualified professionals with extensive backgrounds in banking, finance, mortgage, investing, bonds, and leasing.


    Ron Fisher
    President
    Ryan McDonald
    Executive
    Vice President
    Tom Frazier
    Vice President
    Matthew A. Reichert
    Vice President
    J.C. Leonard
    Vice President

    Preliminary Official Statements (Upcoming Bond Sales)

    Selling June 18, 2020
    Duke POS (Federally Taxable)
    Strother POS (Federally Taxable)

    Selling June 19, 2020
    Wynnewood POS (Federally Taxable)

    Selling June 22, 2020
    Calera POS (Federally Taxable)
    Pawhuska POS (Federally Taxable)

     

    Selling June 23, 2020
    Stonewall POS (Federally Taxable)

    Selling June 25, 2020
    Hobart POS (Federally Taxable)

    Selling June 29, 2020
    Tecumseh POS (Federally Taxable)

    About Stephen H. McDonald & Associates, Inc.

    Stephen H. McDonald & Associates, Inc. was established in December 1995. We have assembled a group of professionals who have a wealth of experience in the financial arena. We take great pride in our knowledge and experience and are confident that these assets are major contributors to our success as a firm. Due to the cross training of our staff members, we are able to accurately, efficiently and expediently respond to the needs of our clients.

    Our public relations recommendations for presenting bond issues to the electorate have been developed and are continuously revised to enhance the success rate of our clients. In addition to advising clients on General Obligation Bonds, we have developed new products to meet their ever-growing financial needs. We assist clients in obtaining Lease Purchase Financing on both real and personal property. Tax Anticipation Notes have been a tremendous success in assisting clients in meeting their cash flow needs.

    We welcome the opportunity to assist you with whatever financial needs you may have. Please feel free to contact one of our professionals at your convenience as you have needs for any fiscal services we may be able to offer.