Alex Hearley
Investment Advisor Representative
919-300-5870
3733 National Drive Ste. 123 Raleigh, NC 27612
.
Alex Hearley attended North Carolina State University where he studied Mathematics. Upon his graduation in 2019, he began his career in the insurance and financial service industry. Born and raised in Queensbury, NY, Alex grew up enjoying the various mountains and lakes surrounding the area. He also fell in love with the game of golf at a young age in which he learned values such as honesty, integrity, and sportsmanship, ultimately helping him excel in his career today.
.
Alex is a financial advisor at Polimeni Tax & Financial Group, which is partnered with over 25, A Rated Insurance and Financial services companies which ensures he can provide unbiased advice to his clients.
.
As an Investment Advisor Representative, Alex brings a holistic approach to his clients’ specific situations, making certain that all their financial concerns are addressed in a thorough, easily understood manner. Alex helps clients with Tax Planning, Social Security Maximization, Insurance planning, income planning and investment portfolios.
.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
