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 address: mcnaney.jeff@principal.com

    • Calculators

    You can review interesting calculators on my site.

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    Contact Us

    Please feel free to contact us with any questions.

    Contact Us

    Videos

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

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    Newsletters

    • Retirement Savings: Traditional, Roth, or Both?

      How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

    • Why Americans Are Eating Out Less Than Ever

      Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.

    • Risk Tolerance: Stress-Test Your Portfolio…and Yourself

      Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.

    • Municipal Bonds

      Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.

    More Newsletters »

    Calculators

    • Life Insurance

      How much life insurance would you need to produce a sufficient income stream for your family?

    • Impact of Inflation

      Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

    • Federal Income Tax

      This calculator can help you estimate your annual federal income tax liability.

    • Life Expectancy

      Knowing your likely life expectancy is an important factor in making long-term financial plans.

    More Calculators »

    Market Watch

    Last Closing Prices

    Latest Available Stock Quotes
    Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
    Dow Jones Industrials 29,398.08 -0.09%
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    Market data delayed per exchange rules.
    All quotes are in US Eastern Time (EST).
    Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

    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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