Neil Timmons
Financial Services Professional @New York Life
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WORK HISTORY
Financial Services Professional @New York Life
EDUCATION
University of Montana
Bachelor of Arts - BA
SKILLS
ABOUT NEIL TIMMONS
If you’re a dog person, we should work together. And if you’re a cat person? Well, I’ll make an exception (because I’m a nice person). Let’s face it: managing your finances shouldn\'t feel like herding cats or chasing your tail. If your 401K from your last job is gathering dust or your investments aren\'t working as hard as you are, it\'s time to stop the madness. You deserve more than just \"good enough\" when it comes to your financial future. That’s where I come in—helping to bring clarity, strategy, and a little fun to the process. Because who said finances can’t be a bit entertaining? I specialize in helping to empower professionals who have recently changed jobs and are looking to maximize their previous employer\'s 401K benefits. No tricks, just smart, tax-efficient solutions. I thrive on working with people who know what they want and are proactive about getting it—just like you’d expect from any good dog owner. Whether you\'re navigating career changes or just need to wrangle a few old retirement accounts hanging out in the ether, I\'ve got your back. Oh, and if your financial situation is a little messy right now? No problem. We’ll help to clean it up, giving you time to kick back, relax, and enjoy what really matters: those who hold your heart (whether they have paws or not). Book a call with me today, let’s talk – https://calendly.com/nhtimmonsNeil T••••••••@ft.newyorklife.com20••••••79 I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.6905 Rockledge Dr Suite 900Bethesda, MD 20••••••••79
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