NextGen Wealth
405 SW Waterfall Ct
Lee's Summit
Missouri
64081
United States
Tel: (816) 287-4780
Website:
https://www.nextgen-wealth.com
About NextGen Wealth
Business InformationAt 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.
Additional Websites
reservation
https://www.nextgen-wealth.com/getting-started menu
https://www.nextgen-wealth.com/financial-planning-services Services:
Financial Planning, Retirement Planning, Investment Management, Insurance Planning, Tax Planning, Estate Planning, College Planning
Languages:
English
Established:
2014
Photos
NextGen Wealth Owner, Clint Haynes
Clint Haynes, NextGen Wealth
NextGen Wealth Office
Clint Haynes cfp owner
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Opening hours
Mon-Fri 7am-7pm, Sat 9am-12pm, Sun Closed
Payment
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