Neale Financial

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

PO Box 2410, Matthews, North Carolina, 2...

Phone Number

(704) 574-9038

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Neale Financial

Neale Financial, LLC is a Registered Investment Advisor based in Matthews, NC, specializing in fee-based financial planning, asset management, and insurance services. The firm aims to educate clients on financial management concepts and the importance of a sound financial plan. Their offerings include various insurance products, retirement planning, and investment strategies tailored to individual financial goals. Neale Financial primarily serves clients seeking professional guidance in managing their personal finances and achieving long-term financial stability.Explore more
Popular SearchesNeale Financial LLCnealefinancial.comNeale FinancialWirt Neale Neale Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Neale Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Neale Financial

<$5M
1-10
Private
-
2010
$6.1M
1-10
Private
-
1988
BK
Brent KalbRegistered Representative
<$5M
11-50
Private
-
2012
CC
Christopher CapezutoRegistered Investment Advisor
<$5M
11-50
Private
-
1996
N/A
<$5M
11-50
Private
-
-
ML
Marla LevineManager, Client Services
<$5M
1-10
Private
-
-
JB
Joseph BihEnterprise Data Reporting & Analytics Engineering Leader & Tableau Consultant
<$5M
11-50
Private
-
2020
DM
Douglas MagersPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Neale Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Neale Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Neale Financial.

Neale Financial Tech Stack

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Frequently Asked Questions Regarding Neale Financial

What is Neale Financial's official website?
Neale Financial's official website is www.nealefinancial.com
What is Neale Financial's Revenue?
Neale Financial's revenue is <$5 Million
What is Neale Financial's SIC code?
Neale Financial's SIC: 62,628
What is Neale Financial's NAICS code?
Neale Financial's NAICS: 52,523
How many employees does Neale Financial have?
Neale Financial has 1-10 employees
What industry does Neale Financial belong to?
Neale Financial is in the industry of: Finance, Insurance, Securities Trading
What is Neale Financial competition?
Neale Financial top competitors include: Fourth Dimension Wealth, LPL Financial, Financial Concepts Unlimited, Henderson Financial Services
What technology does Neale Financial use?
Some of the popular technologies that Neale Financial uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Neale Financial?
Neale Financial contact info: Phone number: (704) 574-9038 Website: www.nealefinancial.com
What does Neale Financial do?

Neale Financial, LLC is a Registered Investment Advisor based in Matthews, NC, specializing in fee-based financial planning, asset management, and insurance services. The firm aims to educate clients on financial management concepts and the importance of a sound financial plan. Their offerings include various insurance products, retirement planning... , and investment strategies tailored to individual financial goals. Neale Financial primarily serves clients seeking professional guidance in managing their personal finances and achieving long-term financial stability.Read More

Is Neale Financial a public company?
Neale Financial is private company therefore does not currently have an official ticker symbol
See more information about Neale Financial

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