35 +
Years Of Experience
We’re a Trusted and Experienced Team
Since 1987, Neeser Insurance & Financial has been helping families and business owners protect and grow their wealth with confidence. We specialize in tax-advantaged, no-market-risk strategies designed to provide stability, control, and long-term financial security.
Our approach is simple — we focus on education first, so you fully understand how your money works and how to make it work better for you. Rather than offering one-size-fits-all solutions, we take the time to understand your goals and design personalized strategies that support your lifestyle today while building a strong foundation for the future.
At Neeser Insurance & Financial, we’re not just planning for the next few years — we’re helping you create a legacy that lasts for generations.
Neeser Insurance Financial Experts
Meet Our Amazing Team
Owner
Tom Neeser
Tom is proud to be an Authorized Infinite Banking Practitioner who helps clients create a personal banking system using specially designed whole life insurance policies. The goal is to help individuals and business owners build guaranteed, tax-advantaged cash value they can access and use throughout their lives — while maintaining control over their money rather than relying solely on traditional banks or the stock market. Tom educates clients on strategies to create long-term financial efficiency for major purchases, business opportunities, retirement income, and legacy planning. His mission is to empower clients to take back control of the banking function in their lives and businesses, helping them preserve more of their hard-earned wealth, build lasting financial confidence, and enjoy the life they truly deserve.
Director of Operations
Cheryl Neeser
Cheryl and Tom collaborate to provide the best possible client experience. From educational blogs and an informative, accessible website to smoother internal processes, Cheryl is responsible for implementing policies and procedures to ensure a smooth-running operation from start to finish.
Why Choose Neeser Insurance & Financial Solutions
For over 35 years, we’ve helped clients protect and grow wealth with guaranteed, tax-advantaged solutions.
Every family and business is different. We take time to understand your goals and design strategies just for you.
From your free policy review to long-term planning, we make every step clear, easy, and stress-free.
Empowering You With Clarity and Confidence
We believe financial strategies should be simple, transparent, and built around your goals — not Wall Street’s risks. Our focus is on education first, so you fully understand how your money works and how it can grow securely.
Real experiences from families and business owners who trust us with their financial future.
What Our Clients Say
“Tom has been the financial planner for a dear friend for years and has taken such good care of him that he recommended Tom to me when I needed advice on my financial future. Talking to Tom you get a great sense of his knowledge, experience and a genuine interest in helping each of his clients reach their financial goals. He was very patient and thorough in explaining things to me and I have been very satisfied with his level of professionalism as well as his caring attitude.
I am always happy to refer Tom to all my friends and neighbors. “
Patti B.
“I met Tom 3 years ago when I Started my Infinite Banking Concept journey and he’s been guiding me every step of the way with great service and advice. If you’re looking for a Nelson Nash Institute Practitioner I HIGHLY recommend reaching out to him. “
Paul S.
“As a single female I have a difficult time trusting people. I can honestly say that I have complete trust in Neeser Insurance & Finacial Solutions. I have been with him since 2011 and have not been disappointed in what he has done for me in securing my financial security. “
Debie L.
“The work that Tom and Cheryl are doing to help prepare us for not just retirement, but opportunity to make our money work for us. Having people help us that truly care about people, care about us and care about our position for the future.
Having our money grow tax free and being able to become our own lender as well being able to be a lender to other people or companies is an enjoyable position to be in.
And now we can get help with our supplemental insurance as we enter our retirement years.
After 10 yrs my only mistake was not starting sooner. Thanks Tom!!! “
Stan K.
“Tom is great to work with. He is always eager to help and gladly shares his wealth of knowledge related to insurance and IBC. I always enjoy talking to him! “
