Personable service with great expertise! 100 percent recommend Alex to anyone looking for personalized financial insight and planning!! Amazing!
July 2024
Alex is one of the best in the world at taking into account tax strategies while creating a comprehensive financial plan. The tax planning alone is worth working with him!
May 2024
When it comes to your financial future it's critical that you trust the investor and the group he works for. I am very happy with Alex Neri and Six Points. They are always willing to have an in person meeting rather than a phone call or Zoom meeting.
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.
