Financial Planning | Financial Advisor
Responsive And Timely
We are responsive to market conditions, providing important AND timely guidance to help you build your wealth and security.
Virtual Or In-Person Appointments, Whatever Your Preference
Appointments in the Triangle can be virtual or in-person in your office or home (of coffee house of your choice!)
20+ Years Of Experience
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.
FINANCIAL SERVICES EXACTLY THE WAY THEY SHOULD BE:
No Proprietary Products + No Minimum Production Requirements
There's no pressure on our team to sell certain financial products or securities. We also have no sales quotas or minimums, allowing us to have only your best interests in mind, not ours.
Stocks & Bonds
Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.
Options
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.
Mutual Funds
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.
CDs
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..
Annuities
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
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
Insurance is a contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.
And More!
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.
MEET TONY MCNEILL, AIF®
A Truly Expert Advisor & Financial Planner. Plus, He's An Amazing Neighbor.
Tony is well-versed and experienced in Financial Planning, with over 20 years in Financial Services. Additionally, Tony is also very connected to his community.
Tony McNeill, AIF®
OWNER OF MCNEILL FINANCIAL PARTNERS
FINANCIAL ADVISOR | FINANCIAL PLANNER
Over 20 years of experience in Financial Services has well prepared Tony to partner with YOU on YOUR financial walk.
Tony educates clients and helps plan solutions to financial issues that arise during life's walk.
McNeill Financial Partners provides financial services, retirement planning, college savings and education planning, and income planning. Tony also provides insurance planning that includes long-term care, disability, and life insurance.
He hold Series 7, 31, 65, and 66 security licenses, and he is licensed to do investment business in NC and PA. Tony is also licensed in life and health and long-term care insurance, and is also licensed to do insurance business in NC and PA.
Tony grew up in Siler City, NC, and came to the Raleigh area to go to college. And he is still here!
Tony was blessed late in life with 2 beautiful daughters! Aside spending time with them, he enjoys sports, outdoor activities like biking, hiking, and camping, and especially serving in his church.
WATCH NOW
THE McNEILL FINANCIAL PARTNERS EXPERIENCE
Find out how our client-focused "No Minimum Production Requirements" and "No Proprietary Products" policies benefit our Clients.
WATCH NOW
Navigating Retirement Planning:
The Bad, The Better, The Even Better
Retirement planning is not easy, especially when inflation is eating away at your retirement savings. It takes a dedicated financial plan and consistent retooling to ensure that you meet your retirement goals. In this video, we explore how to mitigate the impact of inflation on your plan, along with tips to increase your retirement savings, plan for unexpected expenses, and more!
EEXPERIENCE IS VERY IMPORTANT, CRITICAL EVEN, BUT...
The Key Is Strategy
STRATEGY is the key to applying knowledge and experience in the correct ways and at the correct times in your journey to make your money work as hard as it can for you: Whatever your goals, we can help you reach them. Do you want to build wealth? Increase your financial security for retirement? Or do you want to adequately plan financially for your children's education?
Targeting every single aspect of your portfolio of investments is the best strategy to help you meet your short- and long-term financial goals.
Financial Planner | Financial Advisor
CALL TO INQUIRE OR FOR A FREE CONSULTATION:
(919) 818-5287
Assets Managed By Hilltop Securities, Our Clearing Partner
Chelsea Advisors And Registered Representatives
Years Of Service
States & Territories
ABOUT CHELSEA FINANCIAL SERVICES
Trusted by thousands of clients & Licensed in 51 U.s. States & Territories
Chelsea Financial Services is a national independent Broker/Dealer, established in New York City over 23 years ago, licensed to offer securities and insurance products. We are a member of both FINRA (Financial Industry Regulatory Authority), SIPC (the Securities Investor Protection Company) and MSRB (Municipal Securities Rulemaking Board. Clearing is handled through Hilltop Securities, a diversified investment bank with a long and successful history, dating back to 1946.
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Latest Happenings
Find out the latest news from the world of finance and the latest happenings regarding Tony McNeill/McNeill Financial Parnters and Chelsea Financial Services, McNeillFP.com's Broker-Dealer for Securities and Investments.
