"I feel secure..."

"Maryel's communication has been inviting & open and is always willing to teach and share, Maryel and Barb are a good team and I feel secure that you always do what's best for me as your client."


"Maryel has been my financial advisor for 18 years."

"She looks for investment opportunities that are consistent with my values.  And yes, I refer her name to friends and family".


"(You have been so) valuable and reliable for financial information."

- Janice - 

"I have benefited from her quiet efficiency, compassion, professionalism, and expertise."

"Maryel Neal has been my financial advisor since 2014. Every time I had issues or questions they were addressed right away. When there were issues or questions by agencies to us investors, Maryel was proactive and interpreted, explained, and provided context and advice."


"She is knowledgeable and passionate about helping us achieve our goals."

"We’ve been working with Maryel for a couple of years. She helped us to move our stagnant investments into opportunities that are better suited to our financial needs. I highly recommend Maryel."


"Exemplary Financial Advice and Conscientious Service"

"Maryel has made it it very easy to understand the various strategies in the financial plans offered.  As a result, our family has a solid foundation in several financial products to help grow our equity into a comfortable retirement plan.  We would highly recommend Maryel to other families and individuals who seek a well rounded financial picture.  Maryel has been outstanding in accommodating our busy schedules and has provided a level of service that goes beyond the simple nine to five workday.  She is hard working and considerate in her approach to our investment wishes." 


-Albert and Debbie-

"You showed us that there can be light at the end of the tunnel and how to get there."

"Kirsten and I would like to express our most heart felt appreciation for all the effort that you have spent on our behalf. Your direction with our finances has given us much needed relief.  We would not hesitate for even a second to recommend you"


-Ian and Kirsten

"I know Maryel to be an honest and completely trustworthy woman"

"I have found Maryel to be knowledgeable and competant and I would highly recommend her.  She has always been available to answer my questions and make suggestions that would benefit my particular situatuion. "


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