-
February 2024 by Annette Pennella
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 by Kelly Hustak
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 by Molly Costello
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.
-
February 2024 by Hannah Kinsella
Incredibly knowledgeable, helpful and caring! Highly recommend!
-
February 2024 by Theresa Elwell
My husband and I went to Mercyhurst with Mr. Neri and have been investing with him since graduating. Seeing him come so far in his successful career has been so rewarding for us as we continue to trust him with our investments. He’s answered all our questions and setting us up for success as we get older and closer to retirement.
-
February 2024 by Bill Gilbert
After working with Alex, I really appreciate the time he takes to listen and formulate a plan that is geared specifically for each individual. He is there for you now and in the future. If you are looking for a Financial Planner, I would recommend Alex.
-
February 2024 by Rich Paul
Alex and the Six Point Financial team are doing a great job managing my retirement portfolio. Communication is a very important part of this process and is one of the strengths of the team, from keeping you up to date on market conditions to answering any of your concerns. I would recommend Alex and Six Point to anyone.
-
February 2024 by Laird Smith
Alex is very knowledgeable about investing and the tax ramifications of withdrawal. Withdrawal of funds is just as important as accumulation of funds.
-
June 2023 by Michelle Oakes
Working with Alex was a great experience, recommending him to all my friend!
-
June 2023 by Ginny Weisel
Great experience with Alex. He is knowledgeable, approachable, informative and really listens to each client amd their needs.
-
June 2023 by Ron Woodard
Alex is a great financial planner that is professional and relates well with people of all ages. He does a great job explaining the financial scenarios related to your personal needs. Alex is always quick to respond when asked to meet with him or when questions might come up. It is without hesitation that I would recommend Alex Neri as your financial advisor.
-
May 2023 by Anita Watkins
I have been working with Alex for a number of years. Alex was always pouring information into me in an effort to help me understand my finances better. I will say, I was fairly dense. Alex has brought me a long way, Alex has done a fantastic job of helping me decide how to invest, understand options and plan for retirement and build confidence.
-
May 2023 by Cindy McClurg
I am SO grateful for meeting Alex Neri! He is by far one of the most knowledgeable financial advisors I have ever met! I stand on the edge of retirement and I am totally putting all of my trust in him and his company. Best move I ever made was switching to Alex and his group!!! I believe he has my best interest at heart!!
