Juli McNeely, CFP
McNeely Financial Services, Inc
Certified Financial Planner in Spencer, WI
http://www.mcneelyfinancial.com/
Address:702 East Willow Dr
Spencer, WI 54479
About Juli McNeely
Juli McNeely is a financial professional at McNeely Financial Services, Inc located in Spencer, Wisconsin. Juli McNeely holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Juli McNeely provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Juli McNeely702 East Willow Dr
Spencer, WI 54479
Phone Number:
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Website:
http://www.mcneelyfinancial.com/
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