Business Details
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Financial PlannerInvestment ServiceFinancial PlanningFinancial ConsultantStock Broker
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.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Hours
Frequently Asked Questions About NextGen Wealth
What services does NextGen Wealth offer?
NextGen Wealth offers financial planning, retirement planning, investment management, insurance planning, tax planning, estate planning, and college planning services.
Where is NextGen Wealth located?
NextGen Wealth is located at 405 SW Waterfall Ct, Lee's Summit, MO 64081, United States.
What are the operating hours for NextGen Wealth?
NextGen Wealth is open Monday to Friday from 8:00 AM to 5:00 PM, and Saturday from 9:00 AM to 12:00 PM. It is closed on Sundays and certain holidays.
Does NextGen Wealth require appointments for consultations?
Yes, NextGen Wealth requires appointments for consultations and also offers online appointments.
What payment options does NextGen Wealth accept?
NextGen Wealth accepts payment via check and invoice.
Is NextGen Wealth accessible for individuals with disabilities?
Yes, NextGen Wealth has wheelchair accessible seating and restrooms, and welcomes individuals with disabilities.
How can I contact NextGen Wealth?
You can contact NextGen Wealth by phone at +1 816-287-4780 or by email at info@nextgen-wealth.com.
What is a nearby park I can visit before or after my appointment at NextGen Wealth?
Winterset Park Pool and Winterset Park Nature Area are nearby parks where you can enjoy outdoor activities before or after your visit.
Are there any community centers near NextGen Wealth?
Yes, the Winterset Community Center is close by and offers various community services you might find interesting.
Where can I find insurance services near NextGen Wealth?
NextGen Life Insurance, an insurance agency, is located nearby and may provide additional insurance services you might need.