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      NextGen Wealth

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      Investment Management, Financial Planners, Financial Planning Consultants

      405 SW Waterfall Ct, Lees Summit, MO 64081

      816-287-4780

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      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.
      Hours
      Regular Hours
      Mon - Fri:
      Sat:
      SunClosed
      Categories
      Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers
      Services/Products
      College Planning Estate Planning Financial Planning Insurance Planning Investment Management Retirement Planning Tax Planning
      Payment Options
      Neighborhoods
      Winterset Park, Winterset
      Other Link

      https://www.nextgen-wealth.com/

      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.