Sara R. Neagley
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:
- 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.
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
University of Wisconsin - Bachelors of Schience 1975;
University of Washington - Master of Arts 1981
Will provide references upon request?
Further information about 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
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Address for Sara R. Neagley:
4 Lemoyne Drive
Lemoyne, PA, 17043
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