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      General Info

      We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 607-737-5599

      ExtraTollFree - 800-504-6440

      Address:
      100 N Main St Suite 7 Horseheads, NY 14845
      Link:

      website

      Reviews

      3
      2 Reviews
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      anonymous

      05/22/14

      5.0

      Mr. Neal was very helpful, took the time to explain terms as well as investments to me. He is a very polite and positive minded person. I enjoy working with him. I learn something new everytime we talk.

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      anonymous

      03/09/11

      1.0

      M.A. Neal Horseheads Financial Planning Our account was small, less than 50K, that said we did a ton of paperwork and our money was never moved to the new planned accounts. When we ended the services, the man was down right RUDE.

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      Category
      Financial Services
      Services / Products
      FINANCIAL PLANNING: - Fee Based Financial Planning - Personal Financial Planning - Business Financial Planning - Wealth Management - Retirement Planning - Estate Planning SERVICES OFFERED: - Stock & Mutual Fund review - Asset Allocation Models - Portfolio Review - Financial Plans - Estate Distribution Techniques - Retirement Distribution Options - Insurance Analysis and Planning - Money and Cash Management - College Planning - Charitable Planning INVESTMENTS: - Traded REITs - Non-Traded REITs - Stocks ( NYSE, AMEX, NASDAQ ) - Bonds - Mutual Funds - Hedge Funds - Government Securities - Municipal Securities - Preferred Shares - Exchange Traded Funds - Closed End Funds - CD’s - Unit Investment Trusts - 1031 Tax Deferred Exchanges INSURANCE: - Fixed Annuities - Indexed Annuities - Variable Annuities - Whole Life - Universal Life - Variable Universal Life - Term Insurance - Long Term Care - Disability Income - Life Settlements ACCOUNTS: - 401(k) Plans - 403B's - Profit Sharing Plans - Traditional IRA, - Sep IRA - Roth IRA - Simple IRA - Money Purchase Plans - Brokerage - Access - Portfolio
      Payment Options
      check
      Location
      Just north of Hanover Square in Horseheads, New York on North Main Street - very close to the intersection of Westlake Street and North Main Street
      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.