Steven M. McNeely,  CFP<sup>&reg;</sup> - Financial Advisor

Steven M. McNeely, CFP®

ChFC®,

Managing Director

The Mather Group, LLC

353 N. Clark Street, Suite 2775
Chicago, IL 60654
FINANCIAL ADVISOR'S WEBSITE
(312) 690-4577

General

Steven McNeely is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Mather Group, LLC in Chicago, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 9, 10, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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