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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 couples who are nearing or in retirement as we work together to create a plan to manage their assets and create income for them to live on in the most efficient way possible from both an investment and tax perspective. I feel that proper tax planning is often over looked and can be a very expensive mistake.

My Superpowers

  • Taking complex financial concepts and breaking them down into management steps.

  • Helping retired clients feel comfortable starting to spend the appropriate amount of their life savings without feeling guilty.

  • Connecting clients to the best professionals to help with their needs that fall outside the scope of what we do .

  • It’s a work in progress but getting pretty good at smoking meats.

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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