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Welcome to Finley and Neal Financial Services, PLLC

Finley and Neal is a tax, accounting and financial services firm located in the Heart of Angleton. The principals of the firm (Barry L. Finley and Amanda G. Neal) are both CPAs and Certified Financial PlannersTM, and started their practice in 1990.

Our clients encompass a broad spectrum of businesses, owners of businesses, young people beginning their careers, retirees and people approaching retirement. We offer a range of services designed to accompany our clients on their financial journey through life’s milestones.

Our office is located in the Prosperity Bank Building at the corner of Hwy 288 and Hwy 35 in the Heart of Angleton. 


Please Note:

Beginning May 6th our office hours will be as follows:

Monday - Thursday 8:00am-5:00pm

Friday 8:00am-12:00pm


Your opinion matters!  

Please click 'Begin' to take our quick client survey. 


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Helpful Content

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

 

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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