Myles Wealth Management LLC - Florida (NY)

5 /5 Daniel Byrne: 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 childrens 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.

5 /5 Meredith Astafaj: 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!

5 /5 Paula Bello-Ruiz: 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. Neelys financial services.

5 /5 Jelane Dooley: 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!

5 /5 Lisa Bonita: 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 !