Testimonials

Here are some "Letters of Recommendation" from Shannon's clients...

"Shannon was recommended to us by some friends. We are very glad that we listened to their recommendation. Since working with Shannon he has met and surpassed our expectations of what working with a financial advisor would be like. He takes the time to really get to know his clients which gives us every confidence that not just our financial goals are well understood but also our comfort level. Shannon regularly provides updates and makes sure we have an understanding of where our finances are headed. He is always available (he replies to messages and answers the phone) to respond to our many questions. He does the necessary leg work and research to make sure that our investments and life insurance policies are on track with our needs. Shannon always takes the time to fully explain our options and to guide us in an appropriate direction. We feel that he truly cares about us, our finances and our future. When we are ready to transition into retirement, we will be financially prepared thanks to Shannon’s expert guidance and knowledge. We highly recommend his services. Plus, he has the funkiest socks." ~ Andrew Reid and Cheryl Davison

"It is our pleasure to write this letter of recommendation for Shannon Neely. Two years ago, I met Shannon through a mutual friend and was aware he worked in the financial planning industry. Last summer when my husband and I began to re- evaluate our current financials, investments and retirement planning, we reached out to Shannon for some guidance. As two working professionals, Shannon was very accommodating to meet with us and took the time to get to know our hopes, dreams and goals for our financial future. Meeting with Shannon was easy; he was and continues to be very personable, knowledgeable and professional. Over the course of several meetings, through discussions and information gathering, Shannon was able to make recommendations to help guide us with a financial and investment plan that will allow us to maintain the lifestyle we hoped for in retirement. Shannon has always been accessible if we had questions or needed clarification, his communication was prompt, clear and concise. We look forward to continuing to work with Shannon as we feel assured that our financial interests and goals have been a priority in planning and we’re looking forward to retirement in the near future. Shannon is continuing to help us with our overall estate organization which we are grateful for. Overall, our decision to engage in this working relationship with Shannon has been a very positive experience." ~ Lisa & Michael Friar

"It is a major decision to entrust an individual with your finances. To most people this decision can seem quite intimidating, considering the options available and the companies vying for your business. We have worked hard to accumulate savings for our future and we wanted an experienced professional to provide guidance in handling our affairs. It was seventeen years ago we chose Shannon to be our financial advisor. Over the years our comfort and confidence in Shannon has grown. He always made himself available to assist us to answer any questions we may have so that we are able to make competent decisions. We feel that he looks out for our best interests and we consider him a trusted friend. We have and would recommend Shannon to our friends and family." ~ Warren and Janice Powell