Richard Neale
Financial Service Professional helping high-net worth individuals continue their lifestyle into retirement
- Role
- Financial Professional at New York Life
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Richard Neale
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.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, provide 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.Northern Ohio General Office6100 Oak Tree Blvd, Suite 300Independence, OH 44••••••••93
Experience
Financial Professional
May 2005 — Present
Agent licensed to sell insurance through New York Life Insurance Company.
Education
J F Rhodes
High School Degree
1975 — 1978
Lorain County Community College
General Studies
2001 — 2002
Skills
- Retirement Planning
- Account Management
- Licensed Life Insurance Agent
- 401k
- Health Insurance
- Fixed Annuities
- Budgeting
- Sales
- Financial Planners
- Time Management
- Small Business
- Risk Management
- Financial Services
- Loans
- Budgets
- Life Insurance
- Financial Planning
- Mortgage Lending
- Finance
- 401(K) Rollovers
- Leadership
- Retirement
- Strategic Financial Planning
- Annuity Sales
- Wealth Preservation Planning
- Strategic Planning
- Insurance
- Employee Benefits
- Disability Insurance
- Commercial Insurance
- Underwriting
- Succession Planning
- Securities
- Estate Planning
- Management
- Accounting
- Thought Leadership
- Managerial Finance
- Workers Compensation
- Investments
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