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December 2023 by Barbara Semich
I've been with Neal and his team for 9 months now. My investments have done great, they ask my input, calm my fears. Each person from the receptionist to Neal, treat me like family. And the gatherings to show appreciation and get to know Staff better are warm, friendly & Family oriented. I've even met Neal's beautiful Children.
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October 2023 by Kevin Clementson
My wife and I have been with Neal and his staff for a couple of years. The quality of care and wisdom that they bring to the table is appreciated. Financial well being is their high concern but empowering the quality of their clients' lives is their goal. We came to Neal because of his financial skills but we have also gained friendship and a sense of family with all his staff. These folks are the real deal.
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August 2023 by Regina Vercilla
We have been with Carson Wealth Mgmt for a number of years. Neal and the entire team are knowledgeable, friendly, supportive. Always have our best interests in the forefront and guide suggestions based on our goals. I would never have been able to retire when i did without their guidance. We highly recommend them.
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July 2023 by Jeffrey Stewart
The only reason I went to hear Neal's original presentation was because of the free lunch at the Hydeholde Restaurant. It turned out to be an extremely fortunate turn of events. In one presentation Neal explained how a complete approach combining tax and investment strategies could provide a much bigger payback than either alone. Up to then the financial advisers we had had made decisions independent of the tax ramifications and seemed to always be pushing the insurance or investment du jour. After hearing the original presentation we had a couple of meetings with Neal, as he has a no pressure approach with potential clients, before signing on board. It was a great decision. He has helped us tremendously. He is always available to his clients. I don't think I can express how much he has helped my wife and I in just a short review. If you are looking for a financial advisor I would highly suggest you give him an opportunity to tell you what he can do for you.
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July 2023 by William Gaughan
We have been fortunate to have Neal and his company manage our financial future for 20 years! All of their work, their customer engagement and growing our wealth and financial security is outstanding! We would not be happy and secure in our retirement adventure if it wasn’t for them!
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June 2023 by Diane Vaughan
Almost 20 years ago my husband told me about a financial planner who came to his company and impressed him so much that we quickly invested with him. His name is Neal McGrath, and that was the best decision we made. Throughout the years he has provided sound financial advice, but it wasn’t until recently that I realized how much of a help he truly is. My husband unexpectedly passed away a few years ago and I was at a loss as to how to handle finances and retirement. Neal was able to transfer all of our assets into one place and recommend reliable individuals to assist with income tax preparation, will planning, and long term insurance. He even suggested a handyman.Neal shows his care for his clients by connecting in a personable and warm hearted manner. I have peace of mind knowing that he and his staff are there for me.
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June 2023 by Christopher Poskin
Neal McGrath has handled our investment accounts for over 15 years. Neal is always available to answer questions and give professional and honest advice with our retirement goals in mind. He makes sure to inform us of market changes whether good or bad. I recommend Neal to my friends and family and to anyone looking for an informed, professional, knowledgeable advisor.
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November 2022 by JENNIFER PENROD
Neal and his staff are amazing. My husband and I regularly recommend Neal to others. After years of carrying significant debt from medical expenses, Neal had a conversation to meet our goals and eliminate the debt. The conversation was honest and kind. Today, we had our conversation and we have met our goals and then some. Debt is gone and now we focus on long term savings. Neal is careful to see and discuss the entire picture. Today and 10/20 years from now. Highly recommend Neal and Aptus!
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November 2022 by James Sugarmann
We have been with Neal for the past 3 years. He and his team have provided excellent service. They are timely, knowledgeable, and professional. Neal has provided financial recommendations that have proven to be worthwhile. He has partnered with other specialists to offer a comprehensive service. We strongly recommend Neal and Aptus Wealth.
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November 2022 by Barb P
Neal McGrath has been managing our finances for over 3 years. We have had several other financial advisors before him and we are happy with him. He has brought a new perspective on taxes.
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November 2021 by Jeffrey Stock
My parents, Celia and the late David Stock, have known Neil McGrath and have used his services for more than 20 years. I had the pleasure of meeting Neil for the first time a couple of weeks ago. We are grateful for everything Neil and Aptus have done for us. My mother, Celia, would like to add her gratitude for the support Neil provided her during the difficult period when her beloved husband, David, died, five years ago.
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November 2021 by James Dusch
Neal has been taking care of us for years. We were with Him from the beginning. He all ways help us with everything we needed even if it wasn't financially. He is a Friend to us not a financial advisors. The whole staff treats us like family.
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November 2021 by dhart h
Neal McGrath has been handling our accounts for over 20 years and has done an excellent job! He is very knowledgeable and keeps up-to-date of the market and current investment opportunities. We are very satisfied with our portfolio and highly recommend Neal McGrath to handle your financial planning.
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November 2020 by Whitney Menarcheck
I've worked with Neal and his team for about 10 years now. He takes time to educate me when appropriate and is always quick to respond to my emails/calls. In each interaction Neal makes sure I feel valued as a client and part of the planning process. Can't say enough about how positive of an experience I've had with Neal.
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November 2020 by Mark Todd
We have been working with Neal and his team for over 15 years and have gotten great service and performance. We have stayed with him as we have made several professional moves and stayed focused on life goals of paying for our children's educational expenses and building for retirement saving goals.
