We are responsive to market conditions, providing important AND timely guidance to help you build your wealth and security.
Appointments in the Triangle can be virtual or in-person in your office or home (of coffee house of your choice!)
With over 20 years of experience in Financial Services, Tony McNeill is well-versed in all aspects of Financial Planning in addition to being AIF® certified.
Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.
Options are financial contracts that give the buyer the right to buy or sell the underlying asset at a stated price within a specified period.
A mutual fund is a type of financial product that's made up of a pool of money collected from many investors to invest in securities like stocks or bonds.
A certificate of deposit (CD) is a savings account that holds a fixed amount of money for a fixed period of time, earning a fixed amount of interest.
An annuity is a long-term investment issued by an insurance company. Annuities are designed to help protect you from the risk of outliving your income.
Municipal bonds are debt securities issued by states, cities, counties & other governmental entities to fund day-to-day obligations and capital projects such as building schools or highways.
Insurance is a contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.
Ask us about these and any other financial investment products. We'd be happy to help you navigate the markets and diversify your investment instruments.
Telephone : 919-818-5287
Raleigh, NC &
the Triangle
