VerifiedInvestment Management· Founded 2008

June Neri Financial

June Neri Financial is a financial planning company that is dedicated to helping our clients create a stable financial foundation. Our financial strategies include a responsible, thorough fact-finding session, well-rounded professional strategies and constant contact with our clients to help them achieve their goals and objectives. We believe that a strong financial foundation is paramount and we walk the financial journey beside the client every step of the way. Our mission is to focus on helping you build and preserve your wealth for present and future needs.

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Wake Forest, United States12(1 to 10)$1M to <$10M2008junenerifinancial.com LinkedIn

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Top roles at June Neri Financial

7 distinct titles indexed · top 7 shown.

1financial advisor
1financial services
1financial services representative
1june-neri financial
1kinesiology instructor
1president (helping clients build and preserve their wealth)
1registered representative with transamerica financial advisors inc, at june neri financial

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