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Mike McNeal

Mike McNeal

Financial Consultant

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me by phone or e-mail. I can help you make sense of today's investment climate.

Some of the investment opportunities I can assist you with are:

  • Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
  • Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
  • Individual stocks - to provide you with added long-term growth potential
  • Mutual funds - for professional management
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
  • Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Fixed annuities - for tax-deferred growth potential

For a full list of the services we offer, please visit the Our Services section of our webpage.