Jay Neal Email and Phone Number
Jay Neal work email
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Jay Neal personal email
Jay Neal phone numbers
I work with small business owners and families to create strategies to help them maximize their resources and minimize their financial worries. I do this with a planning process that helps clients get organized, protected and focused.When I am not helping my clients manage and grow their financial portfolio, I spend time as an NCAA Football Official working in the Southern and Sun Belt Conferences.
Advanced Wealth Strategies
View- Website:
- planwithaws.com
- Employees:
- 4
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Financial AdvisorAdvanced Wealth Strategies Feb 2018 - PresentCornelius, NcImportant Disclosures:Investment Advisory Services offered through AlphaStar Capital Management, LLC., a SEC Registered Investment Adviser. AlphaStar Capital Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level or skill or ability. Insurance products and services are offered through Advanced Wealth Strategies, Inc. by individually licensed and appointed agents in various jurisdictions. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Advanced Wealth Strategies.Any information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
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Financial RepresentativeConsolidated Planning, Inc. May 2014 - Jan 2018 -
Financial Services ProfessionalHf Financial 2010 - 2014I provided an analysis of clients' financial situation and helped them:• Identify financial goals and concerns• Understand what needed to be done to reach those goals and deal with concerns -
Co-Founder / CeoSouth Street Funding, Inc. 2003 - 2009Created and grew a real estate finance firm specializing in residential rehab loans for investors across the Carolinas.
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Founder / PresidentNeal Properties, Inc. 1990 - 2005Formed and grew a property management company servicing individual, corporate and governmental clients with all aspects of their real estate investments.
Jay Neal Skills
Jay Neal Education Details
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Wofford CollegeGovernment
Frequently Asked Questions about Jay Neal
What company does Jay Neal work for?
Jay Neal works for Advanced Wealth Strategies
What is Jay Neal's role at the current company?
Jay Neal's current role is Financial Advisor at Advanced Wealth Strategies, Inc..
What is Jay Neal's email address?
Jay Neal's email address is jn****@****ing.com
What is Jay Neal's direct phone number?
Jay Neal's direct phone number is +170457*****
What schools did Jay Neal attend?
Jay Neal attended Wofford College.
What skills is Jay Neal known for?
Jay Neal has skills like Savings, Personal Finance, Investment Strategies, Investments, Wealth Accumulation, Investment Advisory Services, Asset Allocation, Retirement Planning, 401 Retirement Savings Plans.
Who are Jay Neal's colleagues?
Jay Neal's colleagues are Amelia Black, Renee Simpson, Douglas Marion.
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