Trusted Financial Advisor

Mr J Patrick McGilvray CFP

Mr J Patrick McGilvray CFP

1115 Alhambra Blvd, Sacramento, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$25,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Estate Planning, Investment Management, Long-Term Care, Planning for Couples, Retirement Income Management, Retirement Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor