Allstate Personal Financial Representative: Alexis Intili

Reviews

• HF

  Howard Fisher

  Feb 24, 2025
  5.0
  We have worked with Alexis for many years and have been very happy. She always gets back to us with answers to questions. She has worked to grow our portfolio with results bettering all the major indexes.
• LP

  Louis Pannone

  Feb 22, 2025
  5.0
  I want to thank Alexis Intili my financial advisor from Allstate who has helped manage my finances by continually checking in with me and advising me and going over my financial goals and needs. Although she is not blood related family she makes me feel like family
• DD

  David Delvalle

  Feb 21, 2025
  5.0
  I cannot express enough how grateful I am for the exceptional service provided by Alexis Intili in managing my daughter's 529 college savings plan. From our very first meeting, Alexis demonstrated a remarkable depth of knowledge and a genuine passion for helping families secure their children's financial and educational futures. Alexis took the time to thoroughly explain the intricacies of the 529 plan, ensuring that I understood every detail, from investment options to potential tax benefits. Their clear communication style made a potentially overwhelming subject feel completely manageable, and I felt confident making informed decisions every step of the way. What truly sets Alexis apart is their personalized approach. She took the time to understand our unique financial situation and long-term goals, crafting a tailored investment strategy that aligns perfectly with our aspirations for my daughter's education. Alexis is always available for questions, responding with thoughtful insights and timely updates that show their commitment to our family’s financial well-being. Moreover, Alexis has a remarkable ability to anticipate market changes and educate us on how these factors could impact our plan. This proactive approach has not only given us peace of mind but has also allowed us to make adjustments that ultimately enhance our investment performance. We are definitely seeking her out for other financial investments. Thanks to Alexis’s dedication and expertise, I feel empowered and confident about my daughter's college savings journey. I wholeheartedly recommend Alexis Intili to anyone looking for a knowledgeable, trustworthy, and dedicated financial representative. With Alexis on our side, I know we are in excellent hands as we pave the way for my daughter's bright future!
• KS

  Kris Showman

  Oct 7, 2024
  1.0
  If 0 stars were possible I would rate her that. Extremely combative when I brought up the idea of deciding the best course of action for my account she assumed. My initial contact left Allstate, she assumed my account and Was upset after she processed paperwork and I decided to review my options. He exact statement was, “you are my account…”. What financial consultant says that when managing your money? Certainly not one I will deal with!! Customer service terrible and gave me a false phone number when asked to speak with her manager. My advice is to stay away….also, look her up online-May need to search a little bit you’ll find some pretty repulsive stuff for a “financial consultant “…if you even call her that

Frequently Asked Questions About Allstate Personal Financial Representative: Alexis Intili