Matt McDonald [ChFEBC℠]
8900 Mineral King Ct.
Elk Grove, CA 95624
Original Certification Date: 5/30/2007
ChFEBC℠ Number: 5E000MM57
Organization: Matt McDonald Financial
Broker Dealer: Cetera Advisors
Phone: 916-714-8765
Email: matt@mattmcdonaldfinancial.com
Website: www.mattmcdonaldfinancial.com
States Currently Licensed: CA, MA, FL, OR
State Insurance License #: 0C37714
CRD #: 3044380
Primary Insurance Companies: I use “A” rated companies to meet my clients health, life, long term care and disability needs.
Primary Investment Companies: I am an independent Investment Advisor Representative who has a fiduciary responsibility to act in my clients best interest. By offering non-proprietary products I am able to find solutions to solve all my clients needs and goals.
Services: I offer a free consultation to provide an analysis to maximize federal benefits. This includes a full needs analysis, pension review, retirement eligibility forecast, TSP review and FEGLI review.
Additional Information: Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC CA Insurance Lic.# 0132305), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.