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NextGen Advisors

NextGen Advisors

金融服务

Scottsdale，Arizona 216 位关注者

Forbes Best-in-State Wealth Management Teams 2024

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关于我们

NextGen Advisors is a five-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement. We seek to partner with individuals and families compatible with our investment style and philosophy. NextGen clients appreciate our consistent communication style and comprehensive approach to their investments. Clients also benefit from our expertise in estate planning, tax planning and savings, risk management, income planning & more. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: https://raymondjames.com/smicd.htm NextGen Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 2024 Forbes America's Top Wealth Management Teams Best-in-State, developed by Shook Research, is based on the period from 3/31/2022 to 3/31/2023 and was released on 1/9/2024. Approximately 10,100 team nominations were received and 4,100 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3H9jJIA. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

网站
https://www.raymondjames.com/thenextgenadvisors
所属行业
金融服务
规模
2-10 人
总部
Scottsdale，Arizona
类型
私人持股
创立
2017
领域
Retirement Planning、Wealth Management、Risk Management、Life Transitions、Employer Retirement Plans、College Savings、Business Owners、Corporate Executives、Non-Profits、Women's Investors、Families和Individuals

地点

  • 主要

    NextGen Advisors LLC

    14269 N 87th Street Suite 105

    US，Arizona，Scottsdale，85260

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