Myles Wealth Management LLC - Florida, New York

Myles Wealth Management LLC

Myles Wealth Management LLC is a reputable financial planning company located at 59 N Main St, Florida, NY 10921. The company specializes in providing comprehensive financial planning services to help individuals achieve their long-term financial goals.

About Myles Wealth Management LLC

• Address: 59 N Main St, Florida, NY 10921
• Phone: 56513070
• Website: N/A
• Specialties: Financial planner
• Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended
• Opinions: This company has 17 reviews on Google My Business
• Average opinion: 4.5/5

What sets Myles Wealth Management LLC apart

Myles Wealth Management LLC stands out for its personalized approach to financial planning. The company takes the time to understand each client's unique financial situation and goals, developing tailored strategies to help them achieve financial independence. Clients rave about the professionalism, responsiveness, and dedication of the team, particularly Luis Neely, who has been praised for his expertise, reliability, and commitment to his clients' best interests.

Client testimonials

One client, who met Luis Neely over 5 years ago after being laid off from a job they had worked at for 23 years, expresses gratitude for the assistance provided with roll-overs, investment selections, and credit card management. They appreciate Luis's professionalism and responsibility, as well as his prompt return of phone calls and unwavering commitment to their best interest. Another client praises the company's help with their children's student loans and the foresight demonstrated in investment choices, which are now proving to be well thought out as retirement approaches.

Myles Wealth Management LLC consistently delivers exceptional service and results, earning a well-deserved 4.5/5 star rating on Google My Business based on 17 reviews. The company's dedication to personalized financial planning and exceptional client care sets it apart in the industry.

👍 Reviews of Myles Wealth Management LLC

Daniel B.

5/5

I met Luis Neely over 5 years ago after being laid off from a job I worked at for 23 years. He helped my wife & I with roll-overs, sound investment selections & making solid choices. He has been helpful with our children's student loans, as well as credit card management. Now that retirement is near, these choices are proving to be well thought out. Luis has been professional and responsible. He always returns phone calls and is looking out for our best interest. Thank you all at Myles Wealth Management.

Lisa B.

5/5

It has been my experience with investment companies in the past that once you invest and sign on the dotted line you never hear from them again. That is NOT the case with Myles Wealth Management and Luis Neely. He is attentive to my needs and keeps in touch advising me every step of the way. I am confident that is the case with the other investment managers. I have full and total confidence that they have my interest and future in mind and I will continue business with them as well as direct anybody who needs a fund manager. He also manages my life insurance as well as my retirement. Awesome company and awesome personnel. I highly recommend !

Jelane D.

5/5

I attended a free college workshop and was very impressed. So much so that I made an appointment right away and met with Luis. He spent so much time with my husband and I helping us not only start our college process (with it happening just 2 years away from the initial meeting) but also to get a better handle on our finances. We ended up leaving where we had been for years to sign on with Luis. He is a great listener and works very hard to help you achieve your goals. I love that he keeps a close eye on us (trust us-we need that!) and checks in just the right amount of times. He is very responsive and clearly knows his business. I was looking for a person that would look out for me as if I was family and Luis is outstanding!

Paula B.

5/5

I have been working with Mr. Luis Neely since 2016. He cares deeply about his clients and their financial goals. For example, I was very worried about my accounts when the stock market almost crashed and Mr Neely reassured me that my accounts were invested in safe accounts which put my mind at ease. This is just one instance but there have been countless examples of this throughout our time working together. I would strongly recommend Mr. Neely's financial services.

Meredith A.

5/5

We started working with Myles Wealth Management about 3 years ago, when our first son was starting to go through the college process. They helped us in so many ways, including college, retirement, and day to day finances. I cannot say enough about the team at Myles Wealth Management. While we worked closest with Jim & Lorie, we did interact with others and had nothing but kind, helpful, patient, and professional help. I wish I could give them more than 5 stars!

Jennifer K.

5/5

Found Myles Wealth Management while at a College Financial Seminar and signed up for a free consultation. 3 years later our advisor has gotten us out of high interest credit card debt, refinanced our home to a lower interest rate, taught us how to bank for ourselves so we keep our money and not pay high interest rates, but most importantly helped us be in a good financial position to pay for college. Without Myles Wealth Management we would not be on the path to a financially secure future. Our advisor is wonderful!! He has taken a vested interest in not just our finances but in our family as well. Thank you!

Daniel T.

5/5

I have worked with several financial advisers over the past 20 years and have never been 100% satisfied because they were always good at a few things but not everything. Myles WM finally was able to put the whole picture together for me. Advisers are extremely easy to deal with and understood what I was looking for. They also talked in terms I can understand unlike most some advisers who would talk over my head or down to me about my finances. I would recommend them highly to anyone who wants a long term plan that actually makes sense and enjoys working with people who truly have your interest in mind.

Lance A.

5/5

Luis Neely has skillfully and confidently advised my wife and I with a cross-country move involving selling our old house of 17 years and purchasing our dream home 1500 miles away, making the whole complicated process work out financially. He’s also helping us navigate the college application process for our daughter. We are extremely grateful to Luis and wholeheartedly recommend him for his expertise and the peace of mind that it brings.