Financial solutions

Jeff McFarlin

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- rbcwealthmanagement.com
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Home
About
- About Jeff
- Wealth management approach
Resources & insights
Offerings
Contact

To help accomplish your objectives, we deliver a wide range of financial solutions:

401(k) Rollovers
IRA consolidation
Retirement Planning
Investment Policy Development
Income Generating Strategies
Insurance Needs Assessment

Jeff McFarlin, NMLS # 1860962 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Jeff McFarlin, NMLS # 1860962 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Jeff McFarlin

Senior Vice President - Financial Advisor

Phone: 952-476-3749
Cell: 763-302-9074

Angela L Rice

Investment Associate

Phone: 952-476-3773

Address

Minnetonka
601 Carlson Pkwy., Suite 500
Minnetonka, MN 55305
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