Is Neal limited to specific investment companies?

No. I built my firm precisely to get away from this problem. When I worked for a major financial institution in Los Angeles, I felt pressured to sell investments my employer wanted me to sell. That’s when I left and started my own company.

I am fee-based and I am independent.  I don’t sell loaded mutual funds or commission based products other than life insurance. My firm Wealth Resources Group is registered as an Investment Advisory firm and I have no vested interest in selling any particular investment.

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