Insurance, Group Benefits, and Wealth Solutions

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Our Team Of Trusted Advisors
Financial security takes planning. Meet the team that can help you prepare for the moments in your life that have a big impact.
Meet the Team
Financial Planning & Investments
Financial security planning is about more than saving money. Learn about our processes and solutions today.
Wealth Solutions
See What Our Clients Have to Say
At Neil & Associates we believe you receive the best service with a team of advisors and support staff that are located right in your community. But don't take it from us, see what our clients are saying.
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Group Benefits

We can help you protect your most important asset.

Insurance Solutions

Insurance is the foundation of a complete financial plan.

Wealth Solutions

Financial security planning is about more than saving money.

In a person's lifetime there may be a half a dozen occasions that string together our life’s story. Those are the moments — the “pieces to your financial puzzle” — that we want to help you prepare for.

Solving Your Financial Puzzle

Our Team is here to help.

Financial security takes planning. At Neil & Associates it is our life’s mission to help you prepare for the moments in your life that have a big impact, career changes, buying or selling a business, marriage, having children, sending them off to college, seeing them get married, and becoming grandparents…then there comes a time when we can retire.

Committed to our clients

At Neil & Associates we believe you receive the best service with a team of advisors and support staff that are located right in your community. Click on the left to meet the members of our team!

Advice from Neil & Associates

News

August 2023 Newsletter!

Check out our August 2023 newsletter! Message from Rob Neil RESP Quick Tips Cyber Security Tips Advisor Spotlight – Stephen …

News

May 2023 Newsletter

Check out our May 2023 newsletter! Office Update LaCrete Office Opening Announcement Retirement Planning Tips Sweet Treat! Click Here to ...
News

Weekly Market Update – June 18, 2023

What happened last week?   Markets moved ahead broadly last week, as North American and global equities positively interpreted two significant ...