June Neri Financial

June Neri Financial

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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-Ner

06/15/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

www.junenerifinancial.com

Personal Finance Calendar 06/12/2026

Stay ahead this year with this handy Personal Finance Calendar.

Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.

Buying vs. Leasing a Car 06/08/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

IRA Income 06/05/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

IRA Income Estimate the potential monthly income your IRA balance could generate in retirement.

Monthly Market Insights | June 2026 06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/01/2026

Never get stuck with the check again after watching this.

www.junenerifinancial.com

05/29/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

www.junenerifinancial.com

The Power of 401k Catch-Ups 05/25/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.

The Power of Compound Interest 05/22/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.

Data Thieves from Outer Space 05/18/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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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