Donald L. McGrew
McGrew & Maher
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President
Offering advice since: 1986
Areas of expertise:
- Annuities
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Donald L. McGrew:
Don is a Certified Financial Planner since 1989. Work with clients in investments, retirement and estate planning. My partner works with benefits for business owners.
Compensation and Fee Structures:
We work with both commission and fee based accounts.
Licenses, Certifications & Affiliations:
We are Life, Health and disability licensed for insurance. Don has seven securities licenses.
Education:
Bachelors Degree in Business with concentration in Accounting, 1973. Certified Financial Planner designation in 1986.
Foreign Languages spoken:
Have spanish speaker on staff.
Will provide references upon request?
No
Further information about McGrew & Maher:
(Size of firm: 0-9 advisors)
We are a full service planning and asset management firm for individuals. We also manage benefits for business owners' for health, life, disability insurance and pension programs.
"Our Clients Expect the Very Best"
For Individuals:
* Estate Planning
* Retirement Planning
* Investment Planning
* Life, Health & Long Term Care Insurance
For Business Planning:
* Health, Vision and Dental Insurance
* Disability Programs
* Pension Plans
* Other Benefit Programs
Securities and Advisory Services are offered through Foothill Securities, Inc. Member FINRA/SIPC.
Contact Information for Donald L. McGrew
Phone: 916-781-3321
Please support us by letting this advisor know you found them through Boomerater
Fax: 916-781-7719
Address for Donald L. McGrew:
5 Sierra Gate Plaza
Suite 305
Roseville, CA, 95678
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