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Meet Your Advisor

Meet

Alex Neri

I am dedicated to helping people meet their financial goals through in-depth discussions and planning. I enjoy taking complex issues and breaking them down into simple and manageable financial goals. I specialize in working with individuals and families as I work to help them properly manage their retirement assets, develop risk mitigation strategies and uncover and resolve portfolio inefficiencies.

My Superpowers

  • Helping people find advantages and “out of the box” ideas using current tax and financial laws

  • Helping people that are nervous or anxious about financial planning feel confident and excited after one meeting

  • Being fortunate enough to have a very high level professional network that my clients can utilize; that includes everything from estate attorneys and tailors to mortgage lenders and experts in A.I.

  • Having a nickname that ensures that I need to be tough, resilient and always looking to improve (ask me what it is later)

About Alex

I was born and raised on Webster, NY where I graduated from Webster Schroeder. After high school, I attended Mercyhurst University where I completed a bachelor’s degree in finance. I currently live in Fairport, NY and enjoy trying new local restaurants and would love to hear your suggestions of new places to try! When not in the office, I spend time doing various home improvement projects and rooting for the Buffalo Bills and Sabres. I also spend time playing golf, hockey and euchre with friends and family.

Some might say it sounds cliché, but the best part of my business is helping people get their finances into a better situation and giving them financial confidence that comes from being in good hands.

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