Neal J. Solomon,  CFP<sup>&reg;</sup> - Financial Advisor

Neal J. Solomon, CFP®

CLU, ChFC,CASL

Managing Director

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2, Suite #2
Wilton, NY 12831
FINANCIAL ADVISOR'S WEBSITE
(518) 725-6111 CONNECT WITH Neal
  • linkedin link

General

Neal Solomon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthPro, LLC and The Strategic Financial Alliance, Inc. in Gloversville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, CLU

Insurance Licenses

  • Life insurance: NY and several others
  • Health/disability insurance: NY and several others
  • Fixed annuities: NY and several others
  • Variable annuities: NY and several others

Broker-Dealer Disclaimer

The WealthCraft® Suite of Advisory Services and Financial Planning are offered through WealthPro®, LLC - Registered Investment Advisor. Securities offered through The Strategic Financial Alliance, Inc. - Member FINRA/SIPC. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- “WealthPro®”, “WealthCraft®”, and WealthPro®, LLC’s graph climber logo, are each registered trademarks owned by WealthPro®, LLC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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