NextGen Wealth

(on waterfall)
Financial and Investment Services in Lee's Summit, MO
Financial and Investment Services
Financial Services

Hours

Monday
Closed
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
9:00AM - 12:00PM
Sunday
Closed

Location

405 SW Waterfall Ct
Lee's Summit, MO
64081

About

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.

Photos

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Services

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Insurance Planning
  • Tax Planning
  • Estate Planning
  • College Planning

Latest

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Information

Company name
NextGen Wealth
Category
Financial and Investment Services
Est
2014

FAQs

  • What is the phone number for NextGen Wealth in Lee's Summit MO?
    You can reach them at: 816-287-4780. It’s best to call NextGen Wealth during business hours.
  • What is the address for NextGen Wealth on waterfall in Lee's Summit?
    NextGen Wealth is located at this address: 405 SW Waterfall Ct Lee's Summit, MO 64081.
  • What are NextGen Wealth(Lee's Summit, MO) store hours?
    NextGen Wealth store hours are as follows: Mon: Closed, Tue-Fri: 8:00AM - 5:00PM, Sat: 9:00AM - 12:00PM, Sun: Closed.