Neil Bauman & Associates - Committed to Helping Clients Succeed
- Our Location
Webster, New York
- Free Consultation
1 (585) 978-9788
Professional and Experienced Financial Planner, Life Insurance Specialist, and Business Consultant
You've Come to The Right Place
We provide expert advice on banking, insurance, investment options, as well as the guidance to help you achieve your financial, business or individual goals. We are reliable, trustworthy and have a large selection of proven options to offer you.
We start by reviewing your business or personal goals, whether it be a financial plan, life insurance policy or business consulting. We carefully listen and take pride in our ability in selecting the best options for your review.
For our financial plans, retirement plans, and life insurance policies, we have strategic partnerships with the highest rated institutions. We always do the right thing for our clients while taking into consideration your risk profile and timeline.
Typically there are several options and solutions available. We have the skills, experience, and listening expertise to sift through these options and propose the best one for your needs.
Years of Experience
Neil Bauman has more than 25 years of achievements in successful business start-ups, mergers and acquisitions, client advisement, regulatory compliance, financial planning, and more.
Defining Success
Neil Bauman continues to help clients realize their dreams, goals and ideas. Neil has a proven track record of helping both businesses and individuals define and achieve success.
What We Offer
Advice
We take the time to get to know you, and help you create a financial plan that fits your needs and timeline.
Investments
Our investment options let you balance performance with purpose, and we offer every type of investment option in today's markets.
Insurance
We have the right insurance offerings to protect what matters most to you in life.
Banking
We enable you to manage, track, save and spend money to support your goals.
Business Consulting
We provide advice, banking, insurance options and guidance to support your business goals.
We've Got You Covered
We are here to provide for any of your financial needs, with products to serve you and advice to guide you – wherever you are in life.
Professional And Experienced
Why Choose Neil Bauman & Associates
Quality Advice
We take pride in the quality of advice we provide to clients in all areas, both business and personal.
Experienced and Proven
Neil Bauman has a record of achievement in successful business start-ups, financial planning and wealth creation, estate plans, and more. He excels at ferreting out potential negative exposures, and offering solutions.
Free Consultation
Neil Bauman will listen to you, and give you some initial thoughts, at no charge or obligation to you. We're excited to be part of your journey, and ready to answer your questions.
We Always Do The Right Thing
What Our Client's Say
