McNeely Financial Services

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Welcome to McNeely Financial Services, Inc.

McNeely Financial Services, Inc. offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, McNeely Financial Services Inc. is ready to lead you down the path to obtain those goals and dreams. McNeely Financial Services, Inc. can help you achieve your goals

Financial Guidance

We Offer Personalized Plans to Match Your Needs.

One-size fits all policies are best left to vacation bike helmets. At McNeely Financial Services, Inc., we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Call us today to schedule an appointment with a financial advisor. 715.659.4255

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Meet Our Financial Advisors

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.

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Individuals & Families

Whether you’re a party of one or six, McNeely Financial Services customizes your investment strategies to fit your current needs and future goals.

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Business

We pride ourselves in networking within the communities we serve; this allows us to work well with various professional firms that can benefit our clients.

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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Insurance Services

A good defense is the best offense. Let McNeely Financial Services, Inc. surround you and your family with leading insurance policies.

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Wealth Strategies

Growing your wealth requires patience and foresight. With our holistic planning process, we'll lead you down the path to help obtain your financial goals.

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Employee Benefit Program

Managing your company’s 401k program can seem complicated, but McNeely Financial Services, Inc. can make it easier. Our strategies can leave your employees in good standing.

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