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NextGen Wealth Defense

NextGen Wealth Defense

Financial ServicesFlag of US5445 Beavercrest Dr, STE 6, United States1-10 Employees

Company overview

Headquarters5445 Beavercrest Dr, STE 6, Lorain, Ohio 44053, US
Website
NAICS52
Keywords
Stocks, Tax Planning, Business Succession Planning, Private Equity, Annuities, Executive Compensation, Bonds, Retirement Planning, Life Insurance, Financial Planning, Investment Consulting, Wealth Protection, Hedge Funds, Investment Management, Charitable Giving, College Savings, Wealth Enhancement, Stock Options, Estate Planning & Wealth Transfer, Rsu'S
Employees1-10

Key Contact at NextGen Wealth Defense

Flag of US

Jon Hurm

President & CEO

About NextGen Wealth Defense

NextGen Wealth Defense is a financial advising firm who specializes in assisting individuals and families with planning and meeting their long-term financial goals. With a client-centered approach, we are committed to providing comprehensive and personalized financial advice that is designed to help secure your financial future. Trust NextGen Wealth Defense to guide you through every step of your financial journey, empowering you with the necessary strategies and solutions to make informed decisions for your best financial future. Disclosure: NextGen Wealth Defense LLC may utilize third-party websites, including social media websites, blogs and other interactive content. NextGen considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, NextGen generally retains copies of information that NextGen or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of NextGen or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by NextGen’s advisory persons after entering into an advisory agreement and provided NextGen with all requested background and account information. If you have any questions regarding our policies, please Contact Us at JonHurm@NextGenWealthDefense.com

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NextGen Wealth Defense revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

NextGen Wealth Defense has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

NextGen Wealth Defense has never raised funding before.

Frequently asked questions

NextGen Wealth Defense is located in 5445 Beavercrest Dr, STE 6, US.
NextGen Wealth Defense has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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