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Creative Financial Solutions Designed Uniquely For You
Creative Financial Solutions Designed Uniquely For You
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Creative Financial Solutions Designed Uniquely For You

1478 Stone Point Drive, Suite 390 Roseville, CA 95661

Phone:

  • (916) 462-9001

Fax:

  • (844) 295-8527

E-mail:

  • mcnaney.jeff@principal.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

View Videos

Newsletters

  • Big Data for Smaller Players

    Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.

  • Social Security Spousal Benefits

    This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

  • Four Things Investors Should Know About Stock Splits

    If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.

  • HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

    Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

More Newsletters »

Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

More Calculators »

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.  

Jeff McNaney is licensed in AZ, CA, CO, GA, IA, KS, NM, NV, VA, WA and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, CO, FL, GA, IA, ID, NV, OH, OR, SC, TX, VA and WA  and adviser registered in CA. 

Lucas Dancy-Cabeal is licensed in CA, CT, NC, NV, VA and WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, ID, IL, IN, IA, NV, OR, TX, UT and WA and adviser registered in CA.    

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Jeff McNaney and Lucas Dancy-Cabeal may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Jeff and Lucas that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represents, contact your state securities law administrator.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC.  Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.  Jeff McNaney and Lucas Dancy-Cabeal, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Studio 9 is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck