Young&Company

Young&Company Join our page to receive relevant and timely financial and insurance information. Neil R. G. has developed and nurtured with clients and others over the years.

We offer fee-based financial and insurance planning for individuals and businesses in Maryland. Young, CLU, ChFC
Managing Partner

Neil’s “Y” – I want every client to know they are part of the team. My goal is to share the full force of our caring, knowledge and resources with every person who walks through our door. Neil is managing partner and the force behind the purposeful partnerships Young

& Co. Deeply committed to serving the global community, Neil has led and contributed to an array of efforts and organizations designed to create a better life for others and also to provide fulfilling, life-changing experiences for clients, business partners, staff and anyone seeking a concrete way to make a difference. In the past and/or currently, Neil:
Trained managers of emerging businesses in Russia. Hosted Russian entrepreneurs in the U.S. Served on the Board of Directors for the Center for Citizen Initiatives. Served on the Board of Trustees of the Children’s Guild, a Maryland school supporting children with special needs. Serves as the Public Member of the Pediatric Nursing Certification Board. Is a member of the Executive Committee of the Maryland/Leningrad Oblast/Saint Petersburg Sister State Program. Is very active in Rotary International, serving as a district chair for the Group Study Exchange Program. He was also President of his Rotary Club. Worked with a Rotary club in central Nepal to provide an ambulance and complete the building of a hospital there. Professionally, Neil specializes in wealth management and corporate benefits for owners of small to mid-sized businesses, providing full-service financial planning and business solutions, including fee-based asset management services, estate and succession planning, employee benefits, retirement planning and insurance. A Chartered Life Underwriter and Chartered Financial Consultant, Neil is also a member of the Baltimore Estate Planning Council, the Society of Financial Services Professionals and the Financial Planning Association. Neil is a graduate of Franklin and Marshall College in Lancaster, Pennsylvania and a United States Navy veteran. He and his wife, Nancy, have two grown children, Annie and Clint, two granddaughters, and reside in Lutherville, Maryland. Neil has been very busy walking the talk of a core philosophy his firm is based on – high involvement in designing your own destiny. Back to Meet Your Core Team

Elaine Shanley, MBA, CFP®
Partner

Elaine’s “Y” – I want our clients to understand every decision they make. My goal is to coach each person whoever sits across from me by sharing our collective knowledge and expertise toward the fulfilling life they deserve. Elaine is passionate about the partnerships she forms with her clients. Her mission is to go above and beyond in seeking out the best options for creating, maintaining and protecting wealth. She has been with Young & Company since 1998 and, most recently, has been the force behind the firm’s new approach for the new economy. Elaine’s experience in risk management, as well as her in-depth knowledge of every aspect of financial planning, has made her a critical asset to her clients. They know that when they sit down with Elaine, they’ll be privy to the most forward-thinking ideas in financial planning. Like Neil, Elaine is very active in the community and is currently Vice President of her local Rotary Club. Professionally, Elaine is expert in all areas of wealth management and is licensed for life, health, disability, and long term care insurance advising. Elaine graduated from the College of Notre Dame of Maryland and completed her Masters of Business Administration in Finance from the University of Baltimore. She currently lives in Annapolis, Maryland with her husband, Jay, and three daughters, Kelly, Bridget and Megan. It’s not easy to miss the enthusiasm Elaine brings to everything she does. Frankly, it’s infectious.

Address

1910 Towne Centre Blvd, Ste 250
Annapolis, MD
21401

General information

Click Our Like Button To Receive Weekly Informative Article Links and More.. What We Offer: Objective planning services with a comprehensive approach to your financial needs. We incorporate everything you`ve done either personally, through your employment, or through other advisors to give you a thorough review of your current situation. Since we don`t believe in piece-meal planning and we know that proper planning is time intensive, we are prepared to give you the commitment of time, knowledge, and service to help you reach your goals and objectives. Our Purpose: Know our clients; know our craft. Because we realize we cannot be effective unless we understand your concerns and goals, we develop close personal relationships with our clients, families and other key advisers, keeping abreast of changing financial planning issues and employing the latest technology to provide you with comprehensive, understandable information that you can use . Our Philosophy: Serve first, long-term relationships, and strict confidentiality. Coordinate with your current advisors to create a team of experts working on your behalf. Educate you as to your alternatives so you may make your own decisions. Develop a resource center to provide up-to-date information for your particular situation. Action oriented - any plan is only worth the paper it`s on if it is not implemented properly. For a list of states in which we are registered to do business, please visit www.yco.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial. Member FINRA/SIPC.

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