Integrity, Innovation, Independence^TM

Achieving and maintaining financial independence requires team work, persistence, skill, and a clear vision. Helping our clients reach their personal and family goals, financial and otherwise, is our passion.

The financial world of investments and insurance grows more complex each year. At McGilvray & Donnelly we understand this changing environment and can help guide you in the right direction so you can spend more of your time doing things you enjoy with people you love.

When you meet with us we will take the time to learn about your goals, resources, and values as part of our comprehensive planning services. We also stand ready to refer you to other local professionals such as attorneys and tax specialists if you have needs that we cannot serve.

For more information about all the financial services we offer call (916) 453-0200.

 

 

*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities products are limited to residents of California.

Securities offered through Ameritas Investment Corp. (AIC), Member NASD,
SIPC - 5900 O St., Lincoln, NE 68510. AIC and McGilvray & Donnelly are not affiliated.

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