Myles Wealth Management LLC

Aug 2023

I have been working with Mr. Luis Neely since 2016. He cares deeply about his clients and their financial goals. For example, I was very worried about my accounts when the stock market almost crashed and Mr Neely reassured me that my accounts were invested in safe accounts which put my mind at ease. This is just one instance but there have been countless examples of this throughout our time working together. I would strongly recommend Mr. Neely's financial services.

Oct 2021

Luis Neely has skillfully and confidently advised my wife and I with a cross-country move involving selling our old house of 17 years and purchasing our dream home 1500 miles away, making the whole complicated process work out financially. He’s also helping us navigate the college application process for our daughter. We are extremely grateful to Luis and wholeheartedly recommend him for his expertise and the peace of mind that it brings.

Oct 2020

I met Luis Neely over 5 years ago after being laid off from a job I worked at for 23 years. He helped my wife & I with roll-overs, sound investment selections & making solid choices. He has been helpful with our children's student loans, as well as credit card management. Now that retirement is near, these choices are proving to be well thought out. Luis has been professional and responsible. He always returns phone calls and is looking out for our best interest. Thank you all at Myles Wealth Management.