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Our financial advice team


Troy A Neily

Financial Advisor

Flatiron Financial Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 15 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Investment Management
  • Family Finances
  • Small Business
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Previous experience

  • LPL Financial, 2006 - 2019
  • Charles Schwab, 1999 - 2006
  • Fidelity, 1998 - 1998