Located in the lush green hills of the southern tier of New York State, M A NEAL Financial Services has a client base that is growing and dynamic in scope. No matter if you're around the corner or across the country we're here to help you.
The investment climate today has never been more exciting or challenging. To take advantage of all of the available opportunities investors need an understanding of which investment products are most appropriate for the attainment of their goals and objectives, as well as a relationship with a trustworthy financial advisor who has a clear understanding of their needs.
By keeping your objectives in focus, staying in contact with you throughout changing market conditions, and to consult with you to make investment adjustments as economic or lifestyle conditions warrant we maintain a constant commitment to putting you, our clients, first.
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Are you switching jobs? Thinking about a rollover or new retirement account? At M A NEAL Financial Services we offer IRA/401(k) rollovers, Solo 401(k), Keogh Plans, SEP, Roth and Traditional IRA’s. Thinking of saving for your child’s education? Open up a 529 Plan today.
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Want to create a mutual fund portfolio or a managed account? Not satisfied with your current one? Choose from over 10,000 mutual funds or from some of the most respected money managers responsible for managing portfolios for individuals, universities, charities, and pension funds worldwide. We can help you on your current portfolio or help in selecting a new one.
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Want to protect your family in the event of your not being there; or protect your business; or review and update already existing policies? Choose from over 75 of the most respected insurance companies in the country for whole life, universal life, variable universal life, term, fixed annuities, variable annuities, and indexed annuities. We can help by evaluating your present coverage and make recommendations based upon your present and future needs.
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Before you begin to invest, it's helpful to understand some of the investing basics that should affect your investment decisions, such as:
- Risk and Volatility
- Liquidity
- Time Horizon
- Total Return
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- Diversification
- Tax Consequences
- Dollar Cost Averaging
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Once you understand these investing basics, you'll need to assess your current financial condition and develop your investment objectives.
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