Neil Gordon
Managing Partner / Financial Advisor at Secure Planning Group, LLC | Warrington, Pennsylvania, United States
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As the Managing Partner and Financial Advisor at Secure Planning Group, LLC, Neil Gordon is dedicated to empowering families and small to mid-sized businesses to achieve their financial goals through customized wealth management and financial planning strategies. With a robust background in the financial and insurance industries, Neil leverages his expertise to provide tailored solutions that address the unique needs of each client. His approach is deeply rooted in the belief that effective financial planning is not a one-size-fits-all endeavor; rather, it requires a collaborative partnership that considers the distinct circumstances and aspirations of each individual or business.
At Secure Planning Group, Neil leads key projects that focus on strategic financial planning, retirement planning, and estate planning, ensuring that clients are well-prepared for their financial futures. He specializes in navigating complex areas such as 401(k) management, employee benefits, and comprehensive insurance strategies, helping clients to not only protect their assets but also to grow their wealth over time. Neil's hands-on experience as a small business owner/operator enriches his insights, allowing him to relate to the challenges faced by his clients and to provide practical, actionable advice that fosters financial well-being.
In addition to his technical skills, including his Series 6 certification, Neil is committed to educating his clients about the intricacies of financial services. By demystifying the financial landscape, he empowers them to make informed decisions that align with their long-term objectives. Through his leadership at Secure Planning Group, Neil continues to cultivate a culture of trust and transparency, where clients feel supported on their journey toward financial security and success.
Managing Partner / Financial Advisor at Secure Planning Group, LLC in September 2012 to Present
Investment Advisor Representative with Cetera. Financial Advisor at Cetera Financial Group in October 2009 to September 2012
VP at Gordon Supply Co in January 1993 to October 2009
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Investment Services
Strategic Financial Planning
Retirement Planning
Estate Planning
Securities
401k
Wealth Management
Strategic Planning
Pensions
Financial Advisory
Insurance
Employee Benefits
Financial Planning
Retirement
Financial Services
Series 6
Fiduciary
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Discover more about Secure Planning Group, LLCWhat is Neil Gordon email address?
Email Neil Gordon at [email protected]. This email is the most updated Neil Gordon email found in 2026.
What is Neil Gordon phone number?
Neil Gordon phone number is +12155401188.
How to contact Neil Gordon?
To contact Neil Gordon send an email to [email protected]. If you want to call Neil Gordon try calling on +12155401188. (updated on November 05, 2024)
What company does Neil Gordon work for?
Neil Gordon works for Secure Planning Group, LLC
What is Neil Gordon's role at Secure Planning Group, LLC?
Neil Gordon is Managing Partner / Financial Advisor
What industry does Neil Gordon work in?
Neil Gordon works in the Financial Services industry.
Neil Gordon Email Addresses
Neil Gordon Phone Numbers
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