Neil Bourgeois CFP®
Phone: 513-729-9739
Email: neil.bourgeois@queencityadvisors.com
Neil works with his clients to 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 27 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 his 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 Five Star Wealth Manager* in the October 2008, 2010, and 2011 issues 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 7% of approximately 14,500 wealth managers in the Cincinnati area, and reflects those scoring highest in client satisfaction. Five Star Professional, an independent research firm, surveyed 1 in 4 high net worth households (more than 51,000 households) and more than 11,000 registered financial services professionals in the Cincinnati area. Surveys focus on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. Both positive and negative evaluations are included in the scoring. Wealth managers do not pay a fee to be included in the research or final list. Only managers with five years of experience in the financial services industry are considered. Each wealth manager is reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA, the SEC, the State Board of Accountancy and the State Bar. The overall evaluation of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience. Working with a Five Star Wealth Manger or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For further information, please visit www.fivestarprofessional.com.