Michael J McNeil
Wealth Management Advisor|CLU®, ChFC®, CASL®
Personal
On the personal side, I live in Easton, CT with my wife Jill, our daughter Hailey, and Juneau our Siberian Husky, and his brother, Buddy a rescue lab/pit bull.
We enjoy traveling, gardening, and in my spare time I enjoy reading, hiking, and camping. For times when we need to get away, we treasure time spent at our summer home on Horseneck Beach in Westport, Massachusetts.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Expert Guidance and Innovative Solutions
Realizing financial security takes more than sound planning, it also takes prudent execution. Certainly, having a plan that is aligned with your financial life stage and future goals is essential. But at the end of the day, it’s about getting things done and our team can help.
Together, we will clarify your unique financial goals and identify the concrete action steps necessary to help protect you and your family for whatever life brings. I will also help you implement your strategy for achieving a financially secure future for you and your family.
In our special relationship with Northwestern Mutual, we are independent yet we have exclusive access to some of the most specialized financial expertise in the country. We strive to provide our clients with high quality risk management and investment solutions from a wide variety of organizations and firms in addition to Northwestern Mutual if warranted.
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of financial and investment resources, including trust services, and drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Million Dollar Round Table Foundation
I am serving as a trustee for the Million Dollar Round Table Foundation in Park Ridge, IL, the philanthropic arm of the international Million Dollar Round Table with 40,000 financial professionals worldwide as members.
Department of Social Services
During my years of residence in Norwalk, CT, I served for 10 years as Commissioner of the Department of Social Services by appointment of the Mayor.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
