Services Offered
Retirement Planning
Comprehensive strategies to secure your retirement, including savings, investments, and income planning.
Family Wealth Management
Tailored plans for children's futures, education funding, and multi-generational wealth transfer.
Business Transition Support
Guidance for financial transitions after selling a business, including asset management and tax planning.
Personalized Financial Consulting
One-on-one advisory services to map out goals and create customized financial roadmaps.
Ongoing Client Support
Continuous follow-up, question resolution, and plan adjustments to adapt to life changes.
Reviews
5(3 reviews)
Rating Distribution
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3
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Karen Graeber
via Google
8 months ago
K
Kelly Suhrvia Google
over 3 years ago
Neil is great! We've needed help with our planning for retirement and our childrens' futures, for quite some time but we hadn't found the right partner, until we came to EnRich. Neil is incredibly knowledgeable and truly values getting to know his clients and their needs. The process is seamless and easy, and you are supported the entire time. As a side note, the entire staff are wonderful. They always welcome us by name, and are great with follow up, any questions, or needs.
G
Gina Wolchanskyvia Google
over 3 years ago
I started working with EnRich after selling my business and blending families. Neil immediately made me feel comfortable with the financial transitions happening in my life. We mapped out a solid plan for the future that even accounted for my kids. Now I can relax knowing it’s done and Neil’s on it. I can’t recommend Neil and his team enough!
