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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. 






Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

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

Comparing Mortgage Terms

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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5 Smart Investing Strategies

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Retirement Plan Distributions

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

5 Smart Investing Principles

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

Tax Management Strategies

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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