Broker Check


I am dedicated to making every client feel special...I am so thankful when they tell me that they do. It is one of the reasons why I love what I do.

Here's what my clients have said

"I have been working with Neal Gordon for over 8 years and he has been helping me with advice and information leading up to my retirement this year. His personalized approach to financial planning is more than just a service—it's like having a knowledgeable friend by your side. He genuinely cares and has had so much patience to help me understand the issues and decisions that I have had to make. I'm grateful for the reassurance and financial confidence that he has brought to my life. I recommend him to anyone that needs financial assistance. "

Nancy L

"Neal Gordon has been invaluable in his service as financial advisor to our family. His attention to detail, excellent judgement, and genuine concern for our financial and personal wellbeing has been readily apparent since we began our association with him. He is constantly reviewing and analyzing our financial standing and offers us ongoing feedback in how we can restructure our portfolio in relation to the ever-changing financial landscape. Our experience with him has been nothing short of excellent. We would recommend Neal to anyone without reservation. "

Jami and Steve S

"I highly recommend Neal Gordon. Not only as my financial adviser, but a true caring friend who proceeds to go many steps beyond the call of his job. He is constantly providing much needed advice and informational updates. He is always there when I need him, no matter what. My life has been truly changed for the better because of Neal. "

Paul R

"I had the pleasure of meeting Neal Gordon almost 5 years ago (2018) when he worked for my current banking institute as a Financial Advisor. He set me up with my very first Account. His passion, knowledge, attention to detail, and listening skills are what make him a true professional Financial Adviser. Neal has this and more. His dedication to his clients, business excellence and education sets him apart and I would highly recommend him. He is so engaging and patient with me and helps me understand things in layman's terms. I never thought I would ever be interested in learning more about my finance situation until meeting Neal. He has taught me so much that it makes me want to seize every moment I have with him. Since my new partnership with Neal and how impressed I am with him, I referred him to a very close friend. My friend was blown away with him after their first call.. I am happy to say that she is now a new client of Neal’s. His dedication to his clients, business excellence and education sets him apart and I would highly recommend him Thank you Neal for your hard work and dedication. I appreciate you more than you know!  "

Ella Y

"Neal Gordon is the consummate professional. He is knowledgeable about all the different current market offerings and proactively looks to improve my financial position with appropriate strategies. He is incredibly responsive and seemingly always accessible. I find myself moving practically all of my business to Neal as maturities arise due to his outstanding customer service"

James N 

"Neal Gordon has served as my retirement architect for over five years.  During this time, he has guided me with my Retirement Plans, IRA’s, long-term care, and he connected me with excellent resources for legal and accounting services.  Neal is professional, knowledgeable, and he is an excellent listener who has tailored his guidance to my family's specific needs.  I trust him implicitly and recommend him wholeheartedly."

Helen F

"I first met Neal as my investment advisor at my bank. I was impressed with his ability to meet my individual needs and keeping me up to date with any changes he thought would be appropriate for my needs. When he changed companies, I wanted to ensure the same attention for my investments and transferred my main investment accounts. "

Alec M

* These statements are testimonials by clients of the financial professional as of 12/28/2023. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.