Neal Financial Group, L.P.

Overview

Neal Financial Group, L.P. operates as a financial advisory firm focused on providing financial planning and pension consulting services. The firm is structured as an individual-owned entity and does not serve as a capital allocator. It employs a fee structure that includes hourly charges and fixed fees, catering to a diverse client base. While the firm does not actively engage in ESG investing, it maintains a commitment to delivering tailored financial solutions to its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices