Solving Your Financial Puzzle, One Piece at a Time
At Neil & Associates, our mission is to provide trusted financial guidance and support to individuals and families in our community. Our team of experienced advisors and support staff are dedicated to helping you achieve your financial goals and prepare for the moments in your life that have a big impact. Whether you're just starting out, building a family, or planning for retirement, we're here to help you navigate the complexities of financial planning and insurance.
Our Services
We offer a wide range of services to help you achieve your financial objectives. Our services include:
Insurance Solutions: We offer a variety of insurance products, including life insurance, disability insurance, and critical illness insurance, to help you protect your loved ones and your financial future.
Group Benefits: We provide group benefit solutions to help your employees stay healthy, happy, and productive. Our benefits plans are designed to meet the unique needs of your organization and your employees.
Wealth Solutions: Our wealth management services are designed to help you grow and preserve your wealth. Our advisors will work closely with you to create a personalized investment strategy that aligns with your financial goals and risk tolerance.
Financial Planning: At Neil & Associates, we believe that financial planning is more than just saving money - it's about creating a plan for your financial future. Our advisors will work with you to create a customized financial plan that helps you achieve your goals and overcome life's financial challenges.
Our Team
At the heart of our business is our team of dedicated and experienced advisors and support staff. Our team leaders include:
Rob Neil, CLU, FEA: Our President and Insurance Advisor
Chris Machuk, GBA: Our CFO and General Manager
Stephen Figel, QAFP, BPE: Our Principal and Insurance and Investment Advisor
Carrie Sandboe, CHS: Our Insurance, Investment, and Group Benefit Advisor
Heidi Dougan: Our Senior Group Operations Specialist
Jen Doumont: Our Employee Group Benefit Operations Specialist
Our Support Staff: Our support staff includes Mildred Mendoza, our Employee Group Benefit Operations Specialist, and Aimee White, our Claims Associate.
Our Commitment
At Neil & Associates, we're committed to providing exceptional service, expert advice, and personalized attention to our clients. We believe that every individual and family deserves unique financial solutions and support. Our commitment to our clients is to provide tailored financial guidance and support that helps them achieve their financial goals.
Exceptional Customer Service
The staff at Neil & Associates, particularly Aisling, Heidi, Tab, and Liam, have been praised for their exceptional customer service. They are knowledgeable, professional, and friendly, responding quickly to questions and providing personalized assistance. Aisling has been commended for her ability to answer questions thoroughly and efficiently, while Tab and Heidi have taken the time to review benefits and provide personalized advice. Liam has also been highlighted for his excellent communication skills and ability to explain complex information in a clear and concise manner.
Reliability and Professionalism
The team at Neil & Associates has demonstrated a high level of reliability and professionalism, ensuring that clients' needs are met promptly and efficiently. They are committed to providing outstanding service, going above and beyond to ensure clients are satisfied. Tab, in particular, has been recognized for his attention to detail and ability to follow up with clients to ensure everything is running smoothly.
Excellence in Insurance and Benefits
Neil & Associates has excelled in providing insurance and benefits services to businesses and individuals. Their expertise in setting up insurance plans and employee benefits has been praised, with clients appreciating the ease of implementation and the resulting savings. The team's ability to explain complex information in a clear and concise manner has made a significant difference in clients' understanding and management of their plans.
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