The Team

Neely Financial Advisors
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Matt Neely

Matt Neely

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

Master of Fine Arts in Acting from Carnegie Mellon University and The Moscow Art Theatre, Bachelor of Science in Theater (Cum Laude) from Skidmore College
AR License #18294247

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Our Staff

Jennifer Bayliss

Jennifer Bayliss

Client Service Coordinator