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702 East Willow Drive Spencer, WI 54479

715-659-4255
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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.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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Financial Guidance

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.

Meet Our Financial Advisors

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

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

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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Financial Advisors can make an impact on your lives in many ways. Learn about a few ways an advisor can add value to your life.

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Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

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