June Neri Financial Revenue

Investment Management • Wake Forest, North Carolina, United States • 11-20 Employees

June Neri Financial revenue & valuation

Annual revenue	$941,105
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,100,000
Total funding	No funding

Key Contact at June Neri Financial

Ansell Neri

President (Helping Clients Build and Preserve Their Wealth)

Company overview

Headquarters	1241 S Main St, Suite 6, Wake Forest, North Carolina 27587, US
Phone number	+19195549861
Website	junenerifinancial.com
NAICS	5231
SIC	628
Keywords	Disability Insurance, Annuities, Life Insurance, Group Health, Long-Term Care, Individual Health, 401(K) Plan
Founded	2008
Employees	11-20
Socials

June Neri Financial Email Formats

June Neri Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@junenerifinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@junenerifinancial.com	100%

About 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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Vice President

Employees by Department

June Neri Financial has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

June Neri Financial has never raised funding before.

June Neri Financial Tech Stack

Discover the technologies and tools that power June Neri Financial's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Modernizr

JavaScript libraries

Amazon S3

CDN

Amazon Web Services

PaaS

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Frequently asked questions

June Neri Financial is located in Wake Forest, North Carolina, US.

You can reach June Neri Financial at +19195549861.

June Neri Financial generates an estimated annual revenue of $941,105. This revenue figure reflects the company's market position and business performance in its industry.

June Neri Financial has an estimated valuation of $3,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

June Neri Financial was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

June Neri Financial has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at June Neri Financial

Ansell Neri

President (Helping Clients Build and Preserve Their Wealth)

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