William M. Neely, Financial Professional - New York Life

Life Insurance

Why pick this one

William M. Neely, Financial Professional, offers personalized financial strategies and is affiliated with New York Life, founded in 1845.

Best for

  • individuals seeking life insurance
  • families wanting to secure their financial future
  • people needing long-term care insurance

Look elsewhere if

  • looking for budget-sensitive insurance solutions
  • short-term insurance needs

Specialties

  • long-term care insurance
  • individual disability insurance
  • income annuities
  • life insurance

Certifications

  • CLTC
  • LUTCF

What makes them different

  • long association with New York Life since 1845
  • offers access to an Advanced Planning Group for complex needs
  • offers personalized financial strategies based on client goals
Serves
Statesville

Distilled from this business's own website.

Contact & Location

Address
1310 Davie Ave, Statesville, NC 28677
Phone
7048780663
Website
https://www.wmneely.com/
Email
wmneely@ft.newyorklife.com

Services

  • life insurance
  • financial planning
  • retirement planning
  • estate planning
  • business solutions

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