NextGen Advisors is a six-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: http://raymondjames.com/smicd.htm
NextGen Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
2025 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4a7VisT. Please see https://bit.ly/40mwRVe for more info.
Company Details
- Employees
- 10
- Founded
- -
- Address
- Nextgen Advisors Llc,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Wealth Management, Risk Management, Life Transitions, Employer Retirement Plans, College Savings, Business Owners, Corporate Executives, Non-Profits, Women's Investors, Families, Individuals.
- HQ
- Scottsdale, Arizona
Nextgen Advisors Questions
Nextgen Advisors's website is https://www.raymondjames.com/thenextgenadvisors
Nextgen Advisors's LinkedIn profile is https://www.linkedin.com/company/the-nextgen-advisors
Nextgen Advisors has
10 employees.
View email and phone details for 10
employees at Nextgen Advisors.
Nextgen Advisors's industry is
Financial Services
Nextgen Advisors's top competitors are
Nextgen Advisory,
Next Generation Advisors,
Clēnera,
Secure Horizon Financial Planning,
Nexgen Advisors,
Nacero Inc.,
Nextgen Hr,
Ika,
Renewable Ipp,
Nextgen Advisors.
Nextgen Advisors's categories are Financial Services
Nextgen Advisors's founding year is 2017
