Chad Neely Email & Phone Number

As a Financial Advisor who believes that financial stability is the foundation of a fulfilling life. Growing up, I witnessed the impact that financial uncertainty can have on families, and I became determined to help others avoid those struggles. This commitment to financial empowerment is what led me to this profession—I’m here to help you create a secure and prosperous future that you and your loved ones can depend on.My goal is to help you build, protect, and grow your wealth through strategies tailored to your specific goals and values, ensuring you achieve lasting financial security.With over 5 years of experience, I guide clients through crucial transitions: like retirement planning, securing multigenerational financial protection, or navigating career shifts, ensuring every step is aligned with their long-term vision. Financial planning is more than just numbers; it’s about understanding your deepest priorities and creating a strategy that empowers you to live the life you’ve envisioned, with unwavering confidence in your financial future.My approach is comprehensive, rooted in transparency, and entirely focused on your success. I’m here not just to advise but to partner with you, offering tailored insights and solutions that adapt as your life evolves.Outside of work, you’ll find me shooting pool, working on my golf swing, cherishing moments with my family, or giving back to my community. Let’s connect and see how we can work together to turn your financial goals into a reality.

Listed skills include Series 63, Pension Plans, Executive Benefit Strategies, Deferred Compensation Plans, and 41 others.

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  Eastern Michigan University

  Finance