June Neri Financial S Main St, Wake Forest

The best Financial Planners you can find! Ansell listened to our wants and needs and set us up so could retire comfortably.

If you're thinking about hiring a financial advisor or want to break away from the cookie cutter portfolio you're currently setup with, look no further than June Neri. My wife and I started working with Ansell about 6 months ago and it's been fantastic. We setup a completely customized approach to our finances based on our own personal goals. Ansell does a great job as an advisor in not only setting you up for success, but also taking the time to make sure you understand why you're doing things a certain way. Extremely knowledgeable, professional, and responsive. I highly recommend June Neri to anyone. UPDATE: We've been with June Neri a little over a year now and our positive experience and opinion remains. Ansell and his team are extremely knowledgeable and responsive in helping us meet our family's financial goals (which they help us establish when we first started with them). Our only regret is we should have hired them years ago! Highly recommended.

Investing your money with someone that has your best interest in mind from my experience is hard to find. Usually you have a meeting or two sign a contract and rarely hear back. I will tell you this is not the case at June Neri Financial. Ansell Neri and I met weekly to go over options and he wanted me to understand the process and options in making a decision that fits my goal. Ansell is very personal and very responsive if I have a question. He not only has helped me he also meets with my daughter and her family offering advise for their retirement needs. I wish I had gone there years ago.

I have much appreciation and highly recommend June Neri's team of financial advisors. They are highly-qualified, friendly, and just all around wonderful people to work with to meet your financial goals!

At the end of the day it's all about trust and I trust June-Neri Financial. I'd recommend them to anyone.

Ansell Neri has been absolutely awesome! We started working with him as our financial advisor two years ago and we have reached just about every financial goal we wanted to reach. Thanks to his advice and guidance and our hard work, we have now paid off our house plus our boat is almost paid for. We have a camper at the beach that has been fully paid for too. It may not seem like much, but to be almost debt free at the age of 34, while helping to create memories for our children in the process, is pretty exciting! Ansell has always been ready and willing to answer any questions we have too (he even met us at our house because we had very small kids at the time and we knew they would be more well behaved at our house). I’d highly recommend you to meet with him.

Ansell and Bradley are awesome to work with. They’ve sat down at our dining room table numerous times to discuss my husband’s and my goals and step by step strategies to get there. They found the best insurance products for our needs and switched everything over for us and we will continue to meet to discuss our progress towards our goals. They’ve made everything very easy for us and anytime I have a question all I have to do is ask. They are very knowledgeable and down to earth and I can tell that they practice what they preach. They’ve also sent me referrals for my own business. Highly recommend!

June-Neri has some very bright advisors that have amazing tools to help with financial planning. They offer a comprehensive strategy which has the interest of the client at it's heart. Sandy is particularly knowledgeable and creative with insurance strategies. Highly recommended.

June-Neri Financial is nothing short of OUTSTANDING! The professionalism, customer service and offered products and services have far exceeded my expectations. The financial advising and life insurance recommendations I received proved to be spot on! I HIGHLY RECOMMEND June-Neri for all your financial needs. You will not be disappointed!

Thanks to the expert advice from several reps at June-Neri, my husband and I have made some sound financial decisions. Their representatives are dedicated to making sure clients understand what they are getting into, and offer advice and support, as well as follow-up. I also appreciate that they are a local agency, so they are active supporters of our community!