June Neri Financial
1241 South Main Street, Wake Forest, North Carolina 27587
About the Business
June Neri Financial is a reputable finance institution located at 1241 South Main Street in Wake Forest, North Carolina, United States. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. At June Neri Financial, we prioritize our clients' financial well-being and strive to provide personalized solutions to meet their unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Contacts
1241 S Main St STE 6, Wake Forest, NC 27587, United States
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Ansell’s guidance has been invaluable in learning how to better manage our personal and business finances, I only wish I’d starting working with him earlier!"
"June-Neri Financial takes the time to understand my unique financial situations and goals, and develops customized plans that are tailored to meet my specific needs. They are extremely knowledgeable about the various financial products and strategies available, and are always up-to-date on the latest market trends and developments."
"I highly recommend June Neri Financial services. Ansell understands today's markets and has been instrumental in helping us to put our family finances in order and to prepare for the future. There have been many instances where he has helped us avoid costly mistakes and he is able to quickly identify solutions to any challenge. Our conversations are always very thoughtful and never rushed. I've always received a super quick response to any questions i may have or personal situations that may arise. If you want someone that cares about you and your family -- come here, as this firm sincerely cares about their clients."
"Mr. Neri is like a teacher when you go into meet him. He explains everything in a manner that you can understand and helps guide and direct you regarding your retirement and high risk investments. I have access to my investments 24/7 and if I don’t understand something…Ansell is always available by cell or text to help out. He is a man of moral and ethical values and character and that was very informant to me when picking a financial planner as you can well imagine. I couldn’t have asked for a better man to watch over my future finances."
"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."
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