Neil Esterson
Financial Consultant at The Legacy Group, Inc. | Baltimore City County, Maryland, United States
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Neil Esterson serves as a Financial Consultant at The Legacy Group, Inc., where he leverages his extensive expertise in financial planning to guide clients toward achieving their financial goals. With a keen understanding of the intricacies of retirement planning, budgeting, and overall financial management, Neil plays a pivotal role in helping individuals and families navigate their financial journeys. His approach is holistic; he believes that a well-structured financial plan acts as a roadmap, enabling clients to assess their current financial situation, identify their aspirations, and formulate a strategic plan to reach their desired destination.
At The Legacy Group, Neil is actively involved in key projects that focus on developing tailored financial strategies for clients. His problem-solving skills come into play as he addresses unique financial challenges, ensuring that each plan is customized to meet the specific needs of his clients. Neil’s commitment to exceptional customer service is evident in his ability to foster strong relationships, providing ongoing support and guidance throughout the financial planning process.
In addition to his technical skills in finance, Neil excels in team management and leadership, often collaborating with colleagues to enhance service delivery and client satisfaction. His proficiency in tools like PowerPoint allows him to present complex financial concepts in an accessible manner, making it easier for clients to understand their options. With a strong emphasis on time management, Neil ensures that each client receives the attention and resources they deserve, ultimately empowering them to make informed financial decisions for a secure future.
Financial Consultant at The Legacy Group, Inc. in January 2016 to Present
Administrative Assistant/Operations Specialist at The Legacy Group, Inc. in July 2015 to December 2015
Manager at Lenny's Deli in October 2008 to July 2015
Server at Olive Branch, An Poitin Stil in October 2012 to June 2015
Executive Assistant To The President at Maryland Threads, LLC (Formerly known as Steez Teez) in September 2012 to May 2015
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Towson University, Bachelor’s Degree
College for Financial Planning, Financial Planning
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Retirement Planning
Investment Strategies
Budgeting
Wealth Management
Financial Analysis
Student Loans
Customer Service
Financial Planning
Sales
Microsoft Excel
Microsoft Office
Business Planning
Problem Solving
Critical Thinking
Leadership
Teamwork
Marketing Communications
Risk Management
Team Management
Time Management
PowerPoint
Finance
Team Leadership
Revenue Analysis
Cost Benefit
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Discover more about The Legacy Group, Inc.What is Neil Esterson email address?
Email Neil Esterson at [email protected] and [email protected]. This email is the most updated Neil Esterson's email found in 2026.
How to contact Neil Esterson?
To contact Neil Esterson send an email to [email protected] or [email protected]. (updated on September 03, 2024)
What company does Neil Esterson work for?
Neil Esterson works for The Legacy Group, Inc.
What is Neil Esterson's role at The Legacy Group, Inc.?
Neil Esterson is Financial Consultant
What is Neil Esterson's Phone Number?
Neil Esterson's phone (301) ***-*107
What industry does Neil Esterson work in?
Neil Esterson works in the Financial Services industry.
Neil Esterson Email Addresses
Neil Esterson Phone Numbers
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