Neubert Financial Services
The Webster Chamber of Commerce recognized Neubert Financial Services as the May Business of the Month at the Chamber’s recent Breakfast Meeting.
Neubert Financial Services is a tax preparation, and a financial and investment service firm located at 599 Ridge Road in Webster. As a full-service Brokerage firm, they provide a large variety of services to clients, including research and advice, retirement planning, estate planning, education planning, tax tips, retirement plans, 401(k) rollovers, and much more. Their financial planning services are an ongoing process to help clients make sensible decisions about their investment goals and objectives.
The team at Neubert Financial Services and Post Resch Tallon Group also has extensive knowledge with Lifetime Income plans, Municipal Bonds, Government Bonds, Bank CDs, and tax-free income strategies.
Neubert Financial Services was established in 2005 by Richard Neubert and was purchased by Post Resch Tallon Group in November of 2015 after he passed away. Mr. Neubert started the firm because he felt he was better able to take care of his clients and his family, if he could do things his own way. He had a passion for helping people reach their financial goals. John, Dave, and Kerry from Post Resch Tallon Group feel the same way.
Getting to know the clients and their families, developing a meaningful relationship, and working with them to help them achieve their goals is what they like the best about their business.
Neubert Financial Services owners and employees volunteer with numerous charitable organizations, including: Habitat for Humanity, the Cystic Fibrosis Foundation, the National Kidney Foundation, Webster PTSA, Webster United Church of Christ, Heritage Christian Stables, American Cancer Society, Autism Up, Webster Health and Education Network’s Drug Free Community Coalition and the Webster Chamber of Commerce.