NextGen Wealth

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

10 Years

in Business

Accredited

Business

Hours

Regular Hours

Places Near Lees Summit with Investment Management

General Info: At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: College Planning Estate Planning Financial Planning Insurance Planning Investment Management Retirement Planning Tax Planning
Payment method: check
Neighborhoods: Winterset Park, Winterset
Other Link: https://www.nextgen-wealth.com/
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers