Neil Bourgeois CFP®
Phone: 513-729-9739
Email: neil.bourgeois@queencityadvisors.com
Neil works with his clients to help build and protect their wealth through comprehensive financial planning, investment management, and risk management. His relationship with his clients begins with their personal financial plan, which can provide strategies in the areas of investments, tax reduction, retirement income, insurance protection (life, disability, and long term care), and estate planning. It is a roadmap from which to begin, and a useful reference in future meetings.
He also specializes in the area of designing and implementing retirement savings plans for small businesses. He has presented many educational seminars to employer groups of all sizes on a wide range of topics including saving for college, planning for retirement, and investment management.
Neil has over 25 years of experience in financial planning, which he began shortly after receiving his BA in Business and Economics from St Anselm College in 1984. He received the CERTIFIED FINANCIAL PLANNER™ designation in March of 1992. He currently holds his Series 7, Full Registration/General Securities Representative License, Series 63, and Life, Accident & Health, and Variable Annuity insurance licenses. He was named a 2008 Five Star Best in Client Satisfaction Wealth Manager* in the October 2008 issue of Cincinnati Magazine.
Neil and his wife Ellen live with their two daughters in West Chester, Ohio.
*The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 6% of wealth managers in the Cincinnati area in 2008 and reflects those scoring highest in client satisfaction. Wealth managers were identified by surveys conducted with 54,250 consumers and 8,350 financial professionals, and evaluated across nine attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success. For further information, please visit www.fivestarprofessional.com.