Joseph McGann, CFP®
Vice President/Investments

      

I am a financial advisor, primarily for a select group of individuals, who, among other things, aspire to a work-optional lifestyle. So I have developed and refined a process that I believe helps put every piece of the financial puzzle together for my clients.

One piece to the puzzle is helping you invest in a tax-efficient manner. Having access to the municipal bond market can help us work toward that.
 

CALL ME TODAY AND FIND OUT THE DETAILS

(916) 774-3721

 

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Stifel does not provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.