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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

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The Best Apps in Travel

Technology tips to make your next trip even better.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Should I Pay Off Debt or Invest?

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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