William T. Neely started an insurance and financial planning agency in 1970 which was operated in Pittsburgh.  In 1976 Bill moved his agency to Grove City.  In 1980 a corporate structure changed the organization to Neely, Cashdollar & Associates.  After 35 years of a successful business venture as Neely Cashdollar & Associates, The Neely Group was instituted.

At The Neely Group, we believe in uncompromising loyalty to our clients and close, personal services based on your total financial needs.  Our goal is to help you build a strong financial base over time with cautious and prudent management.  As an independent company, we can keep pace with key market innovations and products profiting our clients with the most significant opportunities for financial advancement and long-term growth.^*

The first step in our approach with you is to acquire in-depth information about your current financial situation, or to specifically address an area of concern.  In the latter case, we would assist you with your immediate need, and then continue our commitment to you by acquiring a more complete knowledge of you and your total financial portfolio.  Next, a profile is drawn addressing your short and long term goals.  These are discussed with you in detail, and the scope of our work is agreed upon.  Once the recommendations are made and your decisions completed, we will work closely with you to implement your financial strategies.

The following are areas of expertise supported by our associates in our Firm:

We will continue to assist you over time, serving as a financial advisor with meaningful counsel to deal with changing market conditions, and changes in your business or personal circumstances.

Our current staff consists of Anna Marie McDowell, who accompanied Mr. Neely from the previous offices.  Anna Marie had been with the organization since 1991 and brings her many years of expertise and loyalty.  In addition to Anna Marie, the newest staff member is Laurel Doody.  Laurel brings 12 years of accounting and office administration experience.  

The Neely Group is located at 4 Village Park Drive, Suite 170, Grove City, PA.  Our normal business hours are 8:00 am to 5:00 pm Monday through Friday.  Appointment times are available during evenings and Saturdays.  We can be reached at 724.458.5090 or toll free at 866.458.5090.

*Securities and Investment Advisory Services offered through properly licensed representatives of Walnut Street Securities, Inc. (WSS) Member FINRA, SIPC.  The Neely Group and WSS are unaffiliated.  Securities activities supervised from branch office:  6200 Rockside Road, Cleveland, OH 44131.  Phone 216.642.7878