Alex Neri is a great financial advisor! He is there and available whenever you need him. Alex has great advice and follows to through with your plans.
February 2024
Alex has great communication! He always explains things in a way that makes sense to the average person who may not know as much about finances (like me!) and is happy to answer any questions. He is honest, trustworthy, and never pressures us into any decisions we aren’t comfortable with. Highly recommend!
February 2024
Working with Alex has been a pleasure! He has made me feel comfortable talking about money and making decisions that will benefit me well into retirement. It’s never too early to start thinking about retirement and Alex is the perfect person to make you feel comfortable doing it.
Alex Neri is a CFP® (CERTIFIED FINANCIAL PLANNER™), RICP® (Retirement Income Certified Professional) and part of the team at SixPoint Financial Partners, located in Pittsford, NY. SixPoint Financial Partners is a local firm of experienced independent financial advisors who are dedicated to serving individuals, families and small businesses. As a financial advisor, Alex works to help the greater Rochester community meet their financial goals by breaking down complex issues into manageable goals. For some financial planning means preparing for retirement and for others financial planning can mean investing or managing risk. You can learn about Alex Neri, SixPoint Financial Partners and their financial planning process on their website.
