1216 North Velasco Street,
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financials professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Amanda G. Neal, CPA, CFP® (Mandy) grew up in Laredo, TX. She graduated with a Bachelor of Science in Accounting from The University of Houston – Clear Lake in 1984, and became a CPA in 1987. Mandy has worked in accounting and...
Wealth Management Coordinator
Amanda worked full-time while attending college part-time to receive an Associate in Office Administration at Brazosport College. Amanda joined our team in July of 2012 bringing with her over 11 years of administrative experience. The...
Gabriel Garza graduated from Liberty University in 2019 with a Bachelor of Science in Finance with a minor in Accounting.
Kim Boullion joined the Neal Wealth Management team in early 2022. She brings a wealth of experience stemming from years working as an Office Manager and Administrative Assistant for previous employers. Kim’s primary...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.