Wesley McNeal - Agent with New York Life

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Wesley McNeal - Agent with New York Life Financial Services Professional at New York Life, helping individuals and business owners to create, build, and preserve wealth.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

250 Pehle Avenue Suite 900 – Park 80 West – Plaza Two
Saddlebrook, NJ 07663

09/28/2026

Jack wanted to reduce estate taxes, ensure his life insurance proceeds would be used wisely, and protect his assets for future generations. Jack learned that by establishing an irrevocable life insurance trust, he could address all these worries effectively. Watch Jack's story to see how an ILIT reduced his taxable estate, minimized his tax liabilities, and maximized the inheritance for his loved ones. To discover how an ILIT can benefit you and your family, reach out today and let us help you secure your legacy for future generations.

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Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.
09/28/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

09/21/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
09/21/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.
09/11/2026

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover t...
09/03/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

Do you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can get...
09/03/2026

Do you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can get it from New York Life—one of the most respected names in the industry. Don’t put it off any longer. Contact me today.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/03/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum pay...
08/31/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and suppo...
08/24/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
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Address

250 Pehle Avenue, Suite 900-Park 80 West/Plaza Two
Saddle Brook, NJ
07663

Telephone

+12018948004

Website

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