- Member for
- 5 years 1 month 4 weeks
- Full Name
- Sydney Neely
I have worked in the education arena for 12 years with a variety of ages ranging from infant to adult. I have taught community, elementary, adult and college education in a vast array of subjects including general education, the arts, communication and finance.
Today, my husband and I have our own business that educates and empowers clients to take control of their finances and financial future. Our aim is to positively change generational family trees through implemented financial education. We offer and teach financial seminars weekly and also speak in a variety of engagements on the importance of financial and business strategies.
We believe we can change the community, state and eventually the nation by licensing and training additional representatives that will join our cause of implemented education and change the financial world middle America families live in.
- Job Title
- Financial Adviser & Regional Vice President
- Financial Services
- Financial Adviser & Owner
- Business Description
We help clients become properly protected, debt free and financially independent.
We are licensed financial advisers and offer a complimentary Financial Needs Analysis that creates a customized plan in regards to debt, insurance (auto, home and life) and investing/savings (retirement, college planning, 401k plans, 403(b) plans, etc.).
We also offer complimentary educational Financial Wellness Seminars for organizations and companies as well as Faith-Based Financial Wellness Seminars for Christian organizations and churches.
We currently have three locations and are looking to expand by licensing and training additional representatives (part and full time) with the potential option of opening additional office branches.
- 15655 West Roosevelt Street
- Address Line 2