Rene J. Neyrey, ChFC, CLU began his financial services career in 1978 with The New York Life in New Orleans, LA where he worked in the business market and placed his first pension plan. During those first two years, he qualified for New York Life’s Top Club and for each year was Apprentice Field Underwriter of the Year.
Mr. Neyrey relocated to Atlanta and in 1983 joined The Mixon-Baker Financial. Repetitively qualifying for the firms prestigious President’s Club and Chairman’s Council, Mr. Neyrey frequently led the Firm in client growth. He attributes his success to always putting his client’s best interests first. Frequently speaking to groups of Certified Public Accountants and providing instructional Continuing Education classes to CPA groups, Mr. Neyrey earned a reputation among the Accounts as a dedicated professional, known for his ability to analyze client situations, put the client’s interest first, and communicate in simple terms the optimal solutions for the CPA’s clients. Soon, Mr. Neyrey’s practice consisted solely of CPA’s requesting his services for the their clientele. They considered him a knowledgeable and trusted Advisor.
Over his career, Mr. Neyrey has been engaged to speak to various groups such as The Atlanta Agency, The Jacksonville Agency, National Life’s Presidents Club, and National Life’s Home Office Pension Training courses. He has also provided numerous CPA educational seminars primarily addressing Pension Plan uses and regulatory updates.
Mr. Neyrey re-located to Clearwater, FL in 1997 and maintains his office in Safety Harbor, FL where he manages Rene J. Neyrey and Associates, Inc. and The Neyrey Financial Group. Rene J. Neyrey and his firms are independent of any investment companies or insurance companies. As an Independent Registered Investment Advisor, Mr. Neyrey represents only his clients, and no investment or insurance companies companies.
He serves his clients’ financial needs by providing a variety of services such as Asset Management, Pension Plans, Retirement Planning, Estate Planning, all IRA types, life insurance and annuity products. He is a Chartered Financial Consultant, Chartered Life Underwriter, and an Independent Registered Investment Advisor. Investment assets are custodied by Charles Schwab Independent Advisors, from whom Mr. Neyrey receives no compensation.
Mr. Neyrey is now in his 40th year as a Financial Advisor.
To learn more or request a consultation, please call us today at 727-791-3060.