Neal Furlong

ChFC®, CEPA®, CLU®

Senior Wealth Advisor


Neal Furlong was the sports kid.

Neal was the kid that played ball, any ball. From football to pickup basketball games and backyard baseball (enthusiasm fueled by watching the St. Louis Cardinals go to the World Series three times in five years). Seven-year-old Neal started in organized sports and continued through college, with a full football scholarship at SIU Carbondale.

Upon graduation, Neal followed in his father’s footsteps, owning businesses and a successful insurance career. As he worked with clients, he quickly learned that while many worked with individual players, such as, attorneys, CPAs, and bankers, they did not have a comprehensive game plan. As he was going through the American College for his Chartered Financial Consultant designation, he began his life as a financial planner; he likens much of his role to being a quarterback and coach.

In addition to coaching his clients, Neal loves his travel adventures. Experiencing Israel’s amazing food, culture and incredible history, exploring the pyramids in Egypt, skiing the Rocky Mountains and playing golf on beautiful courses across America.

After his travel adventures, Neal loves to come home to coach his clients in achieving their financial goals.

Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

book your complimentary meeting

Our Locations