Working alongside Neal has been an honor and an inspiration. Neal’s outstanding mastery of communication, paired with his unwavering commitment to clients, is truly extraordinary. His unique integral approach sets him apart. Neal goes above and beyond, ensuring his clients receive not only sound financial guidance but also the support needed to navigate challenging circumstances. Neal’s years of expertise and personalized approach create a profound sense of security and preparedness for families navigating critical financial decisions. Having had the privilege of working alongside Neal, I have been able to witness his genuine care for the well-being of his clients and their families. I wholeheartedly recommend Neal and his team to anyone seeking a wealth management company where dedication, care, and exceptional service are at the forefront.
We have used Neal to aid us in a financial future as well as a health account being a small business. We found his advice and solutions to be of excellent advice and I would recommend Neal and his services to those that require assistance in financialmatters.
Ruth Bourachot – Owner Manager – Chef Patrick’s Gourmet Foods
Dan Boyd – President – Schuster Boyd McDonald
Neal, I wish to express to you our sincerest appreciation of advice well received.
We have worked together for many years, prior to 1997, and over the years we have received your advice, input and recommendations as we worked toward the growth of our net worth, while protecting those assets through the various products available, in this case and in particular, Long Term Care.
Neal, your sound advice over the years has now made it possible for us to be together daily thus allowing myself to participate in Reginald’s superior care. We are blessed to have peace of mind while continuing our journey together.
Over the years we questioned the amount, type and cost of the insurance, but continued to believe in your recommendation. We could never have understood the cost involved in this type of care situation.
There are many negative comments available in the media about Long Term care and the care provided to seniors. I can tell you our experience thanks to you, has been very different.
Evelyn Lageer – Personal Client –
Elaine – Educator –
Lynne – Personal Client –
Chris – Personal Client –
Karen – Customer Service Representative –
Mike – Personal Client –
Janice – Educator –
Jim – Small Business Owner –