Sara R. Neagley

Sara R. Neagley

Ameriprise Financial

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: $100,000

Title: Financial Advisor

Offering advice since: 2000

Areas of focus:

  • Annuities
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about Sara R. Neagley:

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

I work with individuals who are committed to financial planning to help them with strategies to meet their goals. I also provide advice in the area of investments, insurance and with other professionals (CPAs and attorneys) to address their tax planning or estate planning issues.

Community Service:
Calvary Lutheran Church - financial secretary, church council and Sunday School teacher;
Friends of the Hummelstown Library - Treasurer and Board member;
Habitat for Humanity - volunteer with my office colleagues and our clients

Compensation and Fee Structures:

I charge a fee for financial planning advice, the amount is based on the complexity of the case.

Licenses, Certifications & Affiliations:

Certified Financial Planner, Chartered Retirement Planning Consultant, Certified Fund Specialist

I am licensed and registered to conduct business in PA.
Based on licenses and registrations I hold, I may also conduct certain business in DC, AZ, CO, FL, MD, VA, WI

Education:

University of Wisconsin - Bachelors of Schience 1975;
University of Washington - Master of Arts 1981

Will provide references upon request?

Yes


Further information about Ameriprise Financial:

Ameriprise Financial

(Size of firm: 0-9 advisors)

As an Ameriprise franchisee, I have my financial planning practice with 4 other advisors in an office in Lemoyne PA


Contact Information for Sara R. Neagley

Phone: (717)737-5455
Please support us by letting this adviser know you found them through Boomerater

Fax: (717)737-4944

Address for Sara R. Neagley:
4 Lemoyne Drive
Suite 103
Lemoyne, PA, 17043

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