Who We Are
About Us
Our Story
Serving You Since 1998
Our core purpose is to deliver returns for our clients who entrust their assets to our care.
We do this by placing enormous trust in our people – a diverse, talented and creative team – who each take responsibility for their part in making McNeal Investment Group the rigorous, disciplined and innovative company it is.
Our Mission
McNeal Investment Group offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
Our Core Values
At McNeal Investment Group, we understand that financial matters can be intimidating. In addition to managing and growing your money, our experienced staff aims to provide a continued education that will strengthen our working relationship. We partner Wall Street knowledge with Main Street hospitality to deliver our specialty: a friendly, welcoming, and knowledgeable experience.
Our Approach
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, McNeal Investment Group is committed to helping you every step of the way.
Why Choose Us
You Are not a Client.
You’re Our Partner.
Navigating today's shifting investment climate requires a relationship built on transparency and mutual understanding. At our firm, we view your financial journey as a collaborative effort where your specific objectives remain the primary focus throughout every stage of the planning process.
We maintain regular contact through various market cycles to help keep your strategy aligned with your evolving lifestyle and financial needs. By treating you as a partner rather than a transaction, our team aims to provide the professional guidance and service-first commitment necessary to support your long-term milestones.
Our Team
Meet The Team
Our professionals bring a diverse range of experience to help you address the complexities of wealth management and retirement planning. We invite you to learn more about the individuals dedicated to supporting your financial goals and providing the personalized attention you deserve.
Schedule a free consultation
Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.