NextGen Advisors

NextGen Advisors

Financial-Services

Scottsdale, Arizona
United States
Company Tagline

Forbes Best-in-State Wealth Management Teams 2025

Industry Category
Financial-Services
Company Description

NextGen Advisors is a leading financial services firm dedicated to helping individuals and families achieve their financial goals. Located in Scottsdale, Arizona, at 14269 N 87th Street Suite 105, NextGen Advisors LLC offers comprehensive financial advice tailored to each client's unique circumstances. With a strong focus on building long-term relationships, NextGen Advisors is committed to providing exceptional service and personalized strategies.

NextGen Advisors specializes in a variety of financial areas, including retirement planning, wealth management, and estate planning. Their approach integrates the latest financial insights with a deep understanding of their clients' needs. By focusing on consistent communication and a comprehensive approach, NextGen Advisors ensures that clients are well-informed and confident in their financial decisions. The team's expertise extends to tax planning, risk management, and income planning, providing a holistic view of financial well-being.

NextGen Advisors is proud to be recognized as one of Forbes Best-in-State Wealth Management Teams in 2025. The firm continues to expand its services and enhance its offerings to meet the evolving needs of its clients. NextGen Advisors remains dedicated to helping clients navigate the complexities of the financial landscape and achieve lasting financial success. We invite the manager of NextGen Advisors to create a customized and exclusive company showcase and product listing on our platform, enhancing their online presence and connecting with a broader audience.

NextGen Advisors est une firme de services financiers de premier plan dédiée à aider les individus et les familles à atteindre leurs objectifs financiers. Située à Scottsdale, Arizona, au 14269 N 87th Street Suite 105, NextGen Advisors LLC offre des conseils financiers complets adaptés à la situation unique de chaque client. Avec un fort accent sur la construction de relations à long terme, NextGen Advisors s'engage à fournir un service exceptionnel et des stratégies personnalisées.

NextGen Advisors se spécialise dans divers domaines financiers, notamment la planification de la retraite, la gestion de patrimoine et la planification successorale. Leur approche intègre les dernières connaissances financières avec une compréhension approfondie des besoins de leurs clients. En se concentrant sur une communication cohérente et une approche globale, NextGen Advisors s'assure que les clients sont bien informés et confiants dans leurs décisions financières. L'expertise de l'équipe s'étend à la planification fiscale, à la gestion des risques et à la planification des revenus, offrant une vue holistique du bien-être financier.

NextGen Advisors est fier d'être reconnu comme l'une des meilleures équipes de gestion de patrimoine de l'État par Forbes en 2025. L'entreprise continue d'élargir ses services et d'améliorer ses offres pour répondre aux besoins évolutifs de ses clients. NextGen Advisors reste déterminé à aider ses clients à naviguer dans les complexités du paysage financier et à atteindre un succès financier durable. Nous invitons le gestionnaire de NextGen Advisors à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, améliorant ainsi leur présence en ligne et se connectant avec un public plus large.

Key Personnel / Employees
Jordan Jobe CFP® CEPA Jessica Moore Justin Cole Jeffrey Snell

Compare Companies Side by Side

Compare NextGen Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
NextGen Advisors
NextGen Advisors
Main Company
Thorley Wealth Management, Inc.
Thorley Wealth Manag...
View Profile
NOW Wealth Management Solutions
NOW Wealth Managemen...
View Profile
Founded Year
1989 2012
Company Size
11-50 2-10 11-50
City
Scottsdale, Arizona Atlanta, GA Rochester, New York Calgary, Alberta
Country
United States United States United States Canada
Skills & Keywords Comparing with main company
16 Total Skills
Financial Services Wealth Management Retirement Planning Estate Planning Tax Planning Risk Management Investment Advisory College Savings Employer Retirement Plans Business Owners Life Transitions Women's Investors Non-Profits Corporate Executives Families Individuals
11 Total 1 Common 10 Unique
Match 6%
Common Skills:
Tax Planning
Unique Skills:
Accounting Bookkeeping Entity Structuring Finance Fixed Income Investing +4
10 Total 2 Common 8 Unique
Match 13%
Common Skills:
Estate Planning Tax Planning
Unique Skills:
Business Planning Charitable Giving College Planning Planning for Aging Sustainable Investing Whealth Care Planning +2
16 Total 1 Common 15 Unique
Match 6%
Common Skills:
Estate Planning
Unique Skills:
Business Insurance Credit Solution Cross Border Plannning Custom Advice Custom Portfolio Design Goal Setting +9
4
Total Companies
1989
Oldest Founded
2
Countries
49
Unique Skills

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Alternative Company Names

This company is also known as

NextGen Advisors 下一代顾问 नेक्स्टजेन सलाहकार NextGen Asesores مستشارو نيكست جين НекстГен Эдвайзерс NextGen Assessores