TOP 30 Wealth transfer planning in Willows, California

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Financial Advisor David McDonald at New York Life in Willows, California offers a wide range of finance and insurance services to meet your individual needs and budget. Specializing in creating custom insurance and financial solutions, David works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. From permanent life insurance policies with guaranteed benefits to investments designed to help pay for college expenses, David can help you navigate through various phases of life with expert guidance and personalized strategies. With a focus on protecting your family's future and ensuring financial security, David is committed to building long-term relationships with his clients. Whether you need help with retirement planning, estate planning, or simply understanding financial terminology, David McDonald is here to help you every step of the way. Contact him today to start planning for a secure financial future.

Kathleen Snodgrass, CIMA - UBS Financial Services Inc. is a reputable finance institution located at 64 Willow Place in Menlo Park, California, United States. Specializing in providing comprehensive financial services, including investment management and financial planning, Kathleen Snodgrass, CIMA and her team at UBS are dedicated to helping clients achieve their financial goals. With a focus on personalized service and expertise in wealth management, this institution is committed to helping clients navigate the complexities of the financial market and make informed decisions for their financial future.