Neubert Financial Services Named Webster Chamber of Commerce Business of the Month
The Webster Chamber of Commerce recognized Neubert Financial Services as the May 2018 Business of the Month at the Chamber’s recent Breakfast Meeting.
Neubert Financial Services is a full-service tax planning/preparation and 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 and preparation of their annual tax returns. The Neubert financial and investment firm is located at 599 Ridge Road in Webster.
The team at Neubert Financial Services and Post Resch Tallon Group also have extensive knowledge of 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 meaningful relationships, and working with clients to help them achieve their goals are what they like the best about their business.
Neubert Financial Services’ owners and employees volunteer with numerous charitable organizations including: Habitat for Humanity, Cystic Fibrosis Foundation, National Kidney Foundation, Webster PTSA, Webster United Church of Christ, Heritage Christian Stables, American Cancer Society, Autism Up, WHEN: Drug Free Community Coalition, and the Webster Chamber of Commerce.