Mission Statement

Our mission is to educate, equip, and provide our clients with knowledge, expertise, and tools they need to be excellent stewards of what God has given them. We do this by providing world class service in assisting our clients in identifying, developing, prioritizing, and implementing their goals and then assisting in the management of assets or the selection of quality products and services to pursue these goals.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our People

Our People

Our firm includes multiple advisors and licensed support staff, and the average industry experience of our advisors is over three decades.

Our History

Our History

Since 1983 the Neal Financial Group has been working with families and businesses to help develop their financial plans and goals.  It has been our privilege to partner in these relationships and see the full cycle of a financial planning process through multiple generations of clients.  Now with offices in three locations and with multiple generations of advisors we look forward to continuing to build new relationships and sharing our experience and expertise. 

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