The objective of the firm is to help individuals and a variety of business entities, both public and private, to help meet their goals. Typical services include: retirement and estate planning services, asset accumulation plans, tax strategies, risk management and insurance services.

All securities and investment products used by Bill are offered through Walnut Street Securities, Inc. ("WSS") Member FINRA & SIPC.
The Neely Group is not a subsidiary or control affiliate of WSS.  Securities activities supervised from branch office 6200 Rockside Road, Suite 100, Cleveland, OH 44131.  Phone 216.642.7878