June Neri Financial

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June Neri Financial June Neri Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Our customized programs are designed to help grow and protect our clients’ wealth by delivering an unprecedented level of personalized service. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and June-Neri Financial are not affiliated. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

10/19/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Tax time can be a good time to give your household budget a checkup.
10/16/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
10/12/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
10/09/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
10/05/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

10/02/2026

Did you know that starting just one decade earlier can be more impactful than tripling your contributions? The math might surprise you. Read on to see how time can do the heavy lifting for you.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
09/28/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Thinking of volunteering in retirement? Some considerations.
09/25/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Retirement may change your perception of investment risk.
09/21/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Address

1241 S Main Street, Ste 6
Wake Forest, NC
27587

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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