Matthew McMahon | Financial Advisor | Rochester, MN | U.S. Bancorp Wealth Management

financial advisor in Rochester Matthew McMahon

Wealth Management Advisor
U.S. Bancorp Investments


Primary office
2665 Commerce Drive Nw
Rochester, MN 55901

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About me

It is my pleasure to serve the financial needs of people in Rochester and the surrounding areas. I started in the financial industry in 1999 and became a financial advisor in 2008. California Insurance License #0K75007.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

I am on the Chatfield School Board. In my free time, I enjoy various hobbies, golfing and spending time with my family.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.