Ameriprise Financial Services is moving / iBerkshires.com

0

WILLIAMSTOWN, Massachusetts – With a new office at 377 Main Street, financial advisor Matthew Neely and the team at Inspire Confidence Group are poised to grow with the community.

The Neely family have been a safe hand for generations of families, and now with a move to Main Street, Inspire Confidence Group seeks to build on its own heritage by safeguarding that of others.

“My family has been in Williamstown for a long time… people know us,” said Neely. “We want to be here and we are members of this community. We do business here to foster these relationships and maintain these ties.”

Inspire Confidence Group, part of Ameriprise Financial, Inc., offers a range of services including comprehensive financial planning, investment management, family finances, estate planning and wealth preservation strategies.

All of this is done with a personal touch, confidence and understanding, as Neely’s roots run deep in the county of Berkshire and Williamstown.

“For many families, we are basically their CFOs and are really involved in many facets of their lives,” he said. “It’s a multigenerational practice, which works with parents, children and grandchildren. At one point I had a client who was 100 and another who was 18.

Neely has a family background in finance – her father, Tom Neely, had been a financial advisor in Berkshire County since the early 1980s. So, while it’s in his blood, Neely approaches financial advice differently because he approached it differently.

Prior to Ameriprise, Neely was a professional actor in New York City for 11 years. He graduated from acting and even moved on to television production where he worked as an associate producer on the popular game show “Cash Cab”.

While acting, he remained close to his father, who often invited him to return to County Berkshire. Neely finally did so in 2007 when he joined his father at Neely Investments Inc., part of Wachovia Financial Network, in Pittsfield.

“He and I are very similar, and I could always tell he loved his job,” said Neely. “I was focused on acting at the time, but after a while I decided to leave New York and start a family and do more with my life. So I came to join him. . “

So Neely made a big change in 2007 – the perfect time to join the industry.

“The financial crash of 2008. It was a good time to start,” Neely said with a laugh. “In fact, it was. I got to see the main market events up close. If you’re new to the business and the market has been on the rise for a decade or more, it’s easy to think that this is the case. ‘is normal and indulging in complacency. Having seen the crash early in my career, I am very aware that this could happen again and I want to protect my clients from it. “

Wachovia was eventually taken over by Wells Fargo and, in 2016; the Neelys moved their office to 24 Water St. in Williamstown and joined Ameriprise Financial, Inc., as Neely Financial Advisors.

During this time, Neely became well acquainted with Inspire Confidence Group, another Ameriprise franchise based in Albany, NY. Managing Partner and Founder Sasa Mirkovic has become a mentor and friend.

In 2018, Neely’s father, Tom, passed away suddenly. It was not only heartbreaking for the Neely family, but also for Tom’s clients, many of whom had been with him from the start. With the torch now fully passed to Neely, he began to deal more directly with clients who had previously worked with his father.

“After my father died, several of my clients told me he was their best friend, which was so nice to hear,” he said. “I had no idea and thought it was an amazing thing. I look a lot like him. I’m very close to these people.”

This people-centered philosophy comes naturally to Neely and is the cornerstone of her work with the Inspire Confidence group.

“It all comes down to customer goals. What are they looking for? Often it’s retirement savings or education savings, ”he said. “It really is

depends on the client and their particular situation … it all comes down to focusing on the client’s goals and helping them achieve those goals through financial planning. “

In 2019, Neely Financial Advisors merged with the Inspire Confidence group to become its Massachusetts office. Now,

Inspire Confidence Group enters a new chapter by moving into its new offices on Main Street. A gesture that will allow him to continue to grow.

“We are definitely looking to grow. There is more office space,” he said. “We couldn’t grow in our old office, if we had to add more advisors… we’re in growth mode. “

He said they have close relationships with tax professionals, lawyers and others to help clients navigate the delicate waters of trust and estate planning.

But as mentioned earlier, Neely said it’s important to first determine what exactly customers want before rolling out the various services Ameriprise offers. He said that people’s goals, aspirations and desires are just as important as the actual numbers.

“Even a husband and a wife can have different goals, and they have different financial views and behaviors,” he said. “Then you add kids and grandparents and you have a lot of different opinions and wants. We want everyone to be on the same page and everyone to be happy.”

Neely said the Inspire Confidence group wants to help its clients lay the foundation for a happy future and put in place the safeguards that will help future generations succeed. They often take care of a family’s finances for decades.

“It is very common for me to have grandparents, children and grandchildren as clients. I’m really getting to know these families well, ”he said. “Personally, I love the grandparents. A lot of them were clients of my father. Over the years their family has grown and I love having these relationships. I love these people and a lot of them. ‘between them whom I know well before being in the company. “

Although Neely has clients all over the country, many of them are local or have ties to Berkshire County. Neely offers help in many cases to friends, family and the wider community. And this is in keeping with Neely’s own heritage. This is clear after a quick look at his own family tree.

“My grandmother Dorothy Hickey created the Sweet Brook Nursing Home,” he said. “She was a nurse and a stay-at-home mom who got together with a few local doctors and opened the nursing home in her own home, taking in patients.”

When her mother, Elaine Neely, returned to the area, she worked at the nursing home, which had moved to Cold Spring Road, and eventually became the administrator. She later founded the Sweetwood Continuing Care Retirement Community next door.

The family no longer owns the facilities.

“I grew up running through the halls of Sweet Brook so a lot of those who worked there remember me as a kid,” he said. “My family has looked after generations, and that’s how I feel with my clients too. It’s my favorite part of the business.”

Neely said it really has to do with his holistic approach to financial advice. He said his goal is to make the moments easier

complicated financial landscape for people, so it is one less thing they have to worry about.

“There are a lot of moving parts,” Neely said. “There are people who advance in their careers, they earn more money and they have more responsibilities… this is something that a lot of people have little time for because they have a full life. are all homework for them. “

This is where Inspire Confidence Group comes in, and its services come in many forms.

In terms of inheritance planning, he encourages having this often uncomfortable conversation early on. Neely said he saw contested wills causing problems.

“We never want to see this, so we set it up in advance and direct your assets exactly where you want them to go so there’s no confusion,” he said. . “… When you are gone, you know your family is being fed according to your wishes.”

When it comes to investing, Neely said clients can be as involved as they want. “We have clients who are very interested in it and participate in the selection of investments and others who give us the flexibility to execute our internal investment models on their behalf. “

Either way, Neely said Inspire Confidence Group strives to guide investments. Emphasizing the group’s motto Inspire Confidence, he said they wanted to inspire confidence by making your life easier and reducing stress.

In a different environment, some would consider Neely to be in the wellness business, which is not far from the truth. It is no coincidence that Neely is also a yoga teacher whose main goal is to help people live happier and more fulfilling lives.

“I also teach yoga … I am a full service. I will get your body, mind and finances in shape,” he said with a laugh. “But it’s really wellness. It’s totally holistic in a lot of ways. It’s financial well-being and it’s family well-being as well.”

Neely said that for many it’s a great time to sit down for a free consultation with Inspire Confidence Group. As many seek to make changes in their lives during the pandemic, a stable financial foundation is needed.

“Anytime someone is in transition, this is one of the key times where I feel I can be of help, because that’s when you chart a new course and put in place. things that will support your new business, ”said Neely. “It’s those times of change when people put the pieces on the board, and they make the decisions that will affect the many years to come of their lives.”

Whether it’s starting a new career, selling your home, creating an inheritance, or moving out, Neely said a helping hand can do a lot of good.

For those who may have put some cash aside during the pandemic, he said Inspire Confidence Group can also help steer it in a productive direction.

“Some people spent a lot less money staying at home, so they were able to accumulate savings and a cushion,” he said. “At the same time, the market is doing well after the sharp decline at the start of the pandemic. These things can be very beneficial for people who want to change things.”

And Neely would love to reach out to potential new clients who are thinking about their own lives and finances. Schedule a free consultation and contact Neely if you are interested in any of the services he and the Inspire Confidence group offer.

“I’m a outgoing person. That’s what’s important to me. Finances are a way to help people,” Neely said. “I think what we are offering is a lot of comfort because people know that a lot of their life is under control. That stress is gone.”


Source link

Leave A Reply

Your email address will not be published.