Matt McDonald

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: 916-714-8765



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.

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