David McDonald Financial Advisor

David McDonald Financial Advisor Financial Advisor offering investment advisory services through LPL financial. Over 20 years experience I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. General Office Address:
3255 West March Lane, Suite 300
Stockton, CA 95219

Location Office:
820 W Wood St
Willows, Ca 95988

Office Phone: 530-934-2000
Email: [email protected]

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0E53670.

I extend my sincere appreciation to my clients for their understanding of the health issues that I have now successfully...
01/28/2025

I extend my sincere appreciation to my clients for their understanding of the health issues that I have now successfully overcome. Looking forward to a thriving year ahead! Happy New Year!!

04/02/2020

I've been busy holding virtual meetings to discuss current events affecting investments and retirement. Don't hesitate to message for no cost conversation or online meeting. Our country is strong and will overcome these events! Stay safe and stay healthy

Attention Small Business Owners- See the SBA website for potentially forgivable loan to help you through this shutdown.
03/31/2020

Attention Small Business Owners- See the SBA website for potentially forgivable loan to help you through this shutdown.

Good read today from the largest money manager in the world. Stay calm and get good help
02/29/2020

Good read today from the largest money manager in the world. Stay calm and get good help

DavidandTricia McDonald
01/19/2020

DavidandTricia McDonald

Over 100 years of NYL experience on stage sharing their stories of success and their advice on taking care of clients’ financial futures. (Agents Lars Willerup, David McDonald, Rick Paulsen, and Oscar Anzaldo)

We've expanded! Now serving our Spanish speaking community! Meet Diego! Ahora extendiendo y dándole servicio a nuestros ...
01/08/2020

We've expanded! Now serving our Spanish speaking community! Meet Diego! Ahora extendiendo y dándole servicio a nuestros clientes que hablan español. Conoce a Diego, quien está disponible para su consulta. Llama ahora 530-934-2000

Jon Le on the left and Thomas Le on the right. Grateful to be working with a team of successful people like these two. I...
07/26/2019

Jon Le on the left and Thomas Le on the right. Grateful to be working with a team of successful people like these two. I appreciate these friends and business partners so much. They are HIRING like minded people who are passionate about helping others. Message me for details

Just got licensed in Hawaii! Now helping clients with their Investments and Life Insurance in California, Nevada, Texas,...
05/22/2019

Just got licensed in Hawaii! Now helping clients with their Investments and Life Insurance in California, Nevada, Texas, Colorado, Oregon, Washington and Hawaii!

So great to see so many faces at the Willows Lamb Derby festivities! Thank you to Emily and Bella for making so many kid...
05/12/2019

So great to see so many faces at the Willows Lamb Derby festivities! Thank you to Emily and Bella for making so many kids smile today!

Address

820 W Wood Street
Willows, CA
95988

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+15309342000

Website

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