Policy Statement

M A NEAL Financial Services is committed to assisting its clients achieve their own specific financial objectives with respect to accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis you can rest assured that your engagement will receive dedicated and professional handling and the highest quality of service possible.

M A NEAL Financial Services is affiliated with one of the fastest growing and prestigious independent broker/dealers in the United States. As a Registered Representative and a Registered Investment Adviser, we can assist you in the setting and realization of your long term financial goals and objectives. The resources available through our affiliation to accomplish this purpose are extensive and most impressive.

As impartial, full service independent financial advisors, we at M A NEAL Financial Services have no obligation to any carrier, provider or investment firm. We believe in building long term professional relationships with our clients, based on integrity, trust, caring and commitment. We will assist our clients to the best of our ability to achieve financial security by providing the highest caliber of service and financial guidance. We pledge to treat all of our clients fairly and equitably.

The most prized possession of any investment firm is that of its reputation. That reputation is created by and based upon the bond established between the clients and the company. Our commitment, therefore, is to our clients to maintain the highest ethical standards of professional competence while placing our client’s best interests first, and to hold all business and personal information in the strictest of confidence.