Neal Financial Group, L.P.
Firm details
- Headquarters
- Tomball, Texas
- CRD number
- 124112
- Website
- nealfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Neal Financial Group, L.P. operates as a financial advisory firm focused on providing financial planning and pension consulting services. The firm is structured as an individual-owned entity and does not serve as a capital allocator. It employs a fee structure that includes hourly charges and fixed fees, catering to a diverse client base. While the firm does not actively engage in ESG investing, it maintains a commitment to delivering tailored financial solutions to its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Marie Navarre
Registered RepresentativeCRD 3060877
Daniel Neal
Limited PartnerCRD 4617215
James Keys
Insurance SpecialistCRD 1124041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tomball, TX
Harris
Location
Tomball, TX
Headquartered in Tomball, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 19710 Fm 2920 Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Mission Retirement
RIATomball, TX
1876 Partners, LP
RIATomball, TX
Honor Wealth Management, LLC
RIATomball, TX
Summa Corp.
RIATomball, TX
Kayne Anderson Capital Advisors, L.P.
RIAHouston, TX
Wealth Development Strategies Investment Advisory, Inc.
RIAHouston, TX