Matt McDonald [ChFEBC℠]
8900 Mineral King Ct.
Elk Grove, CA 95624
Original Certification Date: 5/30/2007
ChFEBC℠ Number: 0M0M0E755
Organization: Matt McDonald Financial
Broker Dealer: Cetera Advisors
Phone: (866) 204-3379 Extension:
States Currently Licensed: CA, TN, FL, OR, NV, MO
Primary Insurance Companies: I only use “A” rated companies to meet clients health, life, disability, long term care and income needs.
Primary Investment Companies: I am an independent advisor that does not represent any proprietary products. I offer no-load, exchange traded, loaded and advisory accounts to meet my clients needs.
Services: Specializes in helping retirees and pre-retirees with their estate & retirement planning needs. I ensure that all my clients have the strategies & focus to meet their goals.
Additional Information: Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SPIC, an ING Company. Legacy Financial Planners, Inc. and Multi-Financial Securities Corporation are not affiliated.