NextGen Wealth
Phone
(816) 287-4780
Description
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.
Hours
Hours
Monday Through Friday, 8am to 5pm
Saturday 9am to 12:00pm
Monday Through Friday, 8am to 5pm
Saturday 9am to 12:00pm
Payment Types
check
Year established
2014
Categories
Financial Planners, Financial Services
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