Role and Company
Accredited Investment Fiduciary, Registered Princial , LPL Financial
Expertise
29 years experience in financial services
Location
La Crosse , WI
About William
I manage my own financial planning and consulting practice through LPL Financial, William Neil Financial Consultant, Inc. Sustainable Retirement Strategies. I specialize in the financial planning process involving the thorough analysis of financial goals. I hold investment and insurance licenses to transact and broker in the insurance and financial markets. I would be glad to share my experience of building a business over the years.