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Helping You Build

The Retirement You Deserve

You’ve worked hard to save. Now it’s time to let those savings work hard for you.

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Planning for Your Next Chapter

When all of your time – and how to fill it – is up to you, you have a lot of priorities to juggle. Travel. Relationships. Hobbies. Volunteering. However you plan to spend your time in retirement, there are a lot of factors to consider, not least of which is how you will fund these goals and dreams.

You deserve a financial strategy designed to support your priorities, whatever they are. At Mobile Bay Financial Solutions, we build comprehensive financial strategies that put you at the center. We bring together your past, present, and future financial data to coordinate a plan that maps out your needs and strategies to address those needs and pursue your goals.

Get started today with a personal wealth strategy from our team designed to help you embark on your next great adventure.

We can assist you in the following areas:

  • Life Insurance
  • Retirement Income Strategies
  • Wealth Management
  • Investment Advisory Services
  • Annuities
  • Tax Efficiency Strategies

John McNeil

John McNeil is senior partner at Mobile Bay Financial, following in the footsteps of his father and grandfather, who established the firm in 1922. He studied finance at the University of Alabama and joined the practice in 1979.

Virginia O'Brien

Mobile native Virginia McNeil joined Mobile Bay Financial in May 2012, representing the fourth generation of her family to join the firm. Virginia graduated with honors with a Bachelor of Science in consumer sciences with a concentration in family financial planning from the University of Alabama and served as president of the Capstone Financial Planning Association.

Contact us today to start working toward

Your Retirement Goals

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • 1060 Dauphin Street Mobile, AL 36604

We are an independent financial services firm helping individuals create retirement strategies by using a variety of investment and insurance products tailored to their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mobile Bay Financial are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell, or solicit any offer to buy, a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods, which vary by insurance company. Annuities are not FDIC-insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.