Insurance, Group Benefits, and Wealth Solutions

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Advancing Neil & Associates Growth Strategy

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.

Testimonials

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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!

Christie Machuk, GBA

CFO / General Manager

Margie Wideman

Licensed Advisor Assistant

Aimee White

Claims Associate

Carrie Sandboe, CHS

Insurance & Investment Advisor

Tab Pollock, QAFP™, EPC®

Insurance Advisor & Investment Representative

Stephen Figel, QAFP™, BPE

Insurance Advisor

Cameron Neil

Insurance Advisor

Ashley Contardi

Marketing Associate

Rob Neil, CLU, FEA

President | Insurance Advisor and Investment Representative

Steve Good, GBA

Group Benefits and Retirement Manager

Mildred Mendoza

Group Administrator

Chelsea Holler

Licensed Advisor Assistant & Claims Associate

Jen Doumont

Group Administrator

Heidi Dougan

Senior Group Operations Specialist

Advice from Neil & Associates

News

August 2023 Newsletter!

September 19, 2023

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

News

May 2023 Newsletter

September 19, 2023

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

June 19, 2023

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