Creative Financial Solutions Designed Uniquely For You
Creative Financial Solutions Designed Uniquely For You
  • Home
  • About Us
    • Our Associates
    • Our Location
    • LinkedIn
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Contact Us

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

    • 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

    • Getting Real About Retirement

      This article features a worksheet and relevant information to help estimate retirement expenses and income.

    • Risk Tolerance Is About You, Not the Market

      An investor’s personal situation should be considered when assessing his or her risk tolerance.

    • Retirement Planning: How Secure Is Social Security?

      View Social Security’s financial outlook, plus seven proposed fixes for a looming shortfall that may affect future benefits.

    • Estate Taxes: Should a Trust Own Your Life Insurance?

      An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

    More Newsletters »

    Calculators

    • Net Worth

      A balance sheet summarizes your assets and liabilities and reveals your net worth.

    • College Funding

      Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    • Life Insurance

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

    • Federal Income Tax

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

    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 26,202.73 +0.93%
    • [
    • Markets
    • |
    • Charts
    • |
    • Quotes
    • |
    • Portfolio
    • ]

    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, WA and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, CO, GA, IA, IL, NM, NV, OR and WA  and adviser registered in CA.

    Amanda Eveler is licensed in CA, NV, and AZ to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA 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 CA, IN, NV, OR 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, Amanda Eveler 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, Charlie, Peter 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, Charlie Harrison and Lucas Dancy-Cabeal, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Peter Birdwell, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative. 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.

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