June Neri Financial

6 recommendations and reviews from 3 people

• Referral from December 10, 2015
  

  Ashley S. asked:

  In search of a health insurance agent in area. We are self employed and work for a small business. Our current hsa plan through Cigna is no longer being offered. Would love to hear what everyone in similar situations are finding. We do not qualify for any aid through Obama plan. TIA

  

  Karen C. replied:

  Sandy Sandra Heath Young is great and she may be able to help you too. 9193063002

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• Referral from November 25, 2014
  

  Amanda B. asked:

  I've been trying to get an insurance plan in place with a guy from Blue Cross Blue Shield but he keeps bailing on our meetings (for over a month now). I need recommendations for a BCBS agent (and phone number if possible) to contact on Wednesday to set up a plan. Thanks!

  

  Allison Y. replied:

  Sandra Heath Young can help you... her number is 919-306-3002

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Recommendations from Sandra Y.

• Referral from February 5, 2016
  

  Kerri R. asked:

  We want to start a college savings fund for our daughter but have lots of questions. Who would I ask? A financial planner/advisor? Does anyone have any recommendations for one in the Wake Forest area? TIA!

  

  Sandra Y. replied:

  Kerri Rothell my name is Sandy Young and I represent June Neri Financial and would love to talk with you about college savings. Please feel free to contact me at 919-306-3002.

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• Referral from October 25, 2014
  

  Amber D. asked:

  Looking for recommendations for agents that handle life insurance, short and long term disability. Thanks!

  

  Sandra Y. replied:

  I will be glad to help you with all of your insurance needs. I am an independent agent that works with many different companies! Please feel free to call me anytime at 919-306-3002.

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• Referral from October 3, 2014
  

  Patrick F. asked:

  I am sure that this has been asked before, but I am not seeing it! Can anyone please recommend a financial advisor in our area? Looking for portfolio management, retirement, etc. I am not sure that going with the 'chain' advisors is the best bet (but I could be wrong) and would prefer a more personal touch. Any help would be great! Thanks!

  

  Sandra Y. replied:

  I am an independent Specialist and would love to meet with you! We are located in Wake Forest and strive to have the best service. Please feel free to contact me anytime. My phone # is 9193063002.

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• Referral from November 24, 2013
  

  Michael F. asked:

  Does anyone have a recommended financial advisor in the Wake Forest - Raleigh area?

  

  Sandra Y. replied:

  Mike I an with an independent financial firm in wake forest. Please give me a call at 9193063002.

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