Neal J. Solomon

Managing Director

CFP®, ChFC®, CLU, CASL

WealthPro, LLC15 First Ave, Gloversville, NY 12078

Broker Affiliation: The Strategic Financial Alliance, Inc.

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, Philanthropists, Pre-Retiree, Retirees or Seniors, Teachers & Educators, Working in Retirement

Major Milestones I Specialize In

Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

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®, LLC and The Strategic Financial Alliance, Inc. are separate and distinct entities and are not affiliated. Each is responsible for its own business. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- “WealthPro®”, “WealthCraft®”, and WealthPro®, LLC’s graph climber logo, are each registered trademarks owned by WealthPro®, LLC.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.