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JAMES R. NEALIS Your Registered Representative & Insurance Agent

Your Registered Representative & Insurance Agent JAMES R. NEALIS

Address

708 JEFFERY STREET, SOUTH LAKE TAHOE, CALIFORNIA 96150

Phone
Office: 530-208-8670
Fax: 775-996-4366
Contact me
My approach

Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

15+ years licensed insurance professional

Certification and Education:

Licensed to assist with:

Protect your family – now and into the future. 

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

This helps us understand your immediate needs.

*Required

Life is a journey. We're here to help you along the way.

JAMES R. NEALIS

CA Insurance License #0G28785

Not licensed to sell in all jurisdictions.

JAMES R. NEALIS Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.