Jerron McDonald
FIC, BFA™
Financial Consultant
Helping Families Plan for the Future
State(s) Licensed: AZ, CO, FL, MN, MO, ND, SD
Phone: 763-633-5300
Address:
9010 Quantrelle Ave Suite 102
Otsego, MN 55330
Helping Families Plan for the Future
State(s) Licensed: AZ, CO, FL, MN, MO, ND, SD
Clarity for where you are today. Confidence for where you want to be tomorrow.
We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters to you.
When you work with my team, you can expect:
- Purpose-based advice that aligns with your values.
- Meaningful conversations about your priorities and financial goals.
- Financial strategies that will optimize where you are today, to get you where you want to be in the future.
How you can partner with my team:
- Dedicated Financial Planning. Our team will look at your whole financial picture to help align you with where you want to go.
- Managed Account Programs. When looking for investment advice, we help build and navigate an investment portfolio to help you reach your goals.
- Solution Based Strategies. We offer a wide variety of solutions to help you feel secure in your finances.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
