Alex Neri is a CFP® (CERTIFIED FINANCIAL PLANNER™), RICP® (Retirement Income Certified Professional) and founder of Cultivate Financial Planning, located in Pittsford, NY. Cultivate Financial Planning is a local firm with a strong focus on personalized strategies tailored to individual needs. They aim to cultivate their clients' financial success by providing well-considered advice, insightful planning, and proactive guidance. As a financial advisor, Alex works to help the greater Rochester community meet their financial goals by breaking down complex issues into manageable goals. Clients praise Alex's honesty, down-to-earth approach, and ability to ensure they understand the intricacies of their investments. He is described as extremely knowledgeable, patient, and thoughtful, taking the time to individualize his recommendations and offer solutions that make sense for each client's unique situation. Clients feel confident in Alex's skills and trust him to handle their financial investments, with one client stating, "Wherever he goes, I go. That's how much I trust him." The reviews highlight Alex's thorough, professional, and personable service, as well as his expertise in tax planning and creating comprehensive financial plans. Clients appreciate his accommodating nature, constant check-ins, and ability to explain complex topics in an understandable way. Overall, Alex Neri is highly recommended for anyone seeking personalized financial insight and planning.
Had an excellent experience with Alex. Very professional and knowledgeable. I really appreciated the follow up notes with action items so it was a stress free experience. He also didn’t pressure me to take any decisions on the spot. Highly recommend!
May 2026
Responsive, trustworthy, and knowledgeable. I have been a client for nearly a decade. Highly recommended.
April 2026
The tax planning workshop was very informative. Presentation was very well delivered with very good and succinct illustrative examples. Time was taken to answer questions. Would welcome another Alex Neri workshop with continued tax planning topics.
