Next Gen Financial Planning - San Diego, California

Address: 1455 Frazee Rd Suite 543, San Diego, CA 92108.
Phone: 93635187.
Website: nextgenfinancialplanning.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment service, Tax consultant, Tax preparation.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Next Gen Financial Planning

☎️93635187

⏰ Open Hours of Next Gen Financial Planning

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Next Gen Financial Planning: A Vanguard in Financial Services

Nestled at Address: 1455 Frazee Rd Suite 543, San Diego, CA 92108, Next Gen Financial Planning stands as a beacon of financial wisdom and personalization in San Diego. This veteran-owned firm, proud of its LGBTQ+ friendly and Transgender safe space policies, offers a comprehensive suite of financial services designed to guide you through life's pivotal moments. With a phone number: 93635187 and a website: nextgenfinancialplanning.com, clients are assured of a seamless journey from initial consultation to long-term financial planning.

Key Features and Services

Next Gen Financial Planning boasts a diverse range of services tailored to cater to every financial need:

- Financial Planning: Crafting customized paths to financial security and growth.

- Financial Advisory: Offering expert advice to navigate complex financial landscapes.

- Investment Services: Helping clients grow their wealth through strategic investments.

- Tax Consulting and Preparation: Ensuring you're always in compliance and maximizing your tax benefits.

Their specialties extend to providing Financial Planner, Financial Advisor, and Financial Consultant services, ensuring every client receives a personalized approach.

Accessibility and Inclusivity

Understanding the importance of accessibility, Next Gen Financial Planning guarantees a wheelchair accessible entrance, parking lot, restroom, and seating. Their commitment to inclusivity is further reflected in their LGBTQ+ friendly stance and provision of a Transgender safe space.

Client Experience and Opinions

Clients have left glowing reviews, with an average opinion of 5/5 on Google My Business. One testament to their exemplary service comes from a couple who, over the past five years, have relied on Steven and Josue for navigating significant life changes, from the COVID era to major life events like weddings and moving states. Their reviews highlight the clarity and ease with which financial goals are explained, showcasing a truly client-centric approach.

With appointments recommended, potential clients are encouraged to schedule a consultation to experience firsthand the high level of service and understanding offered by Next Gen Financial Planning. The requirement for appointments underscores the firm's commitment to providing personalized attention to each client, ensuring no detail is overlooked in the pursuit of financial wellness.

How to Get Started

For those considering taking the first step towards securing their financial future, Next Gen Financial Planning invites you to visit their website or give them a call at 93635187. Their online appointment booking feature allows for easy scheduling, making it convenient to fit their expertise into your life. With all services designed with accessibility in mind, stepping into their office feels welcoming to everyone.

👍 Reviews of Next Gen Financial Planning

Next Gen Financial Planning - San Diego, California

James M. E.

5/5

Wife and I worked with Steven and Josue for the past 5 years.

They both have provided us great and easy to explain goals for us to plan for during difficult and life changing times, such as during COVID, wedding, moving states, and new family additions.

Highly recommend! both have treated us well and told us in plain words what we should do, expect, and adjust.

Nicky R.

5/5

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can’t recommend Next Gen strongly enough.

Hallie P.

5/5

If you want someone to guide you through a long term financial plan and actually help you understand HOW to do it, Steven is your guide. He explains things thoroughly without ever being condescending. And he asks thought provoking questions about your future to really help find the best plan for you. I’ve worked with a lot of financial planners over the years but never had one who felt so genuinely interested. He comes to every meeting with notes from the previous, and we review to make sure all tasks were addressed. Highly recommend.

Brian D.

5/5

Steven has been an absolutely amazing Financial Planner. I definitely recommend him to anyone looking for someone with tremendous financial planning experience. He has helped guide me in making more informed financial decisions. I most appreciate his attention to detail, his professionalism, his extensive experience on a wide array of topics, and his patience. There are so many positive things to say I could go on and on!

Will M.

5/5

I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and no ulterior motives.

I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus on the most important things.

Scott A.

5/5

I appreciate the financial and investment I got from Mike and Steven at NGFP. They were friendly, patient, and really knowledgeable. I really felt they had my best long-term interests in mind. I like that that they took a life planning approach to their recommendations and based them around how I wanted to live my life. If you're in the phase of finding a financial partner who is right for you you will do yourself a great service in setting up a meeting with them.

Tad T.

5/5

I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.

Molly W.

5/5

Excellent service and advice. Rafael is the best, has helped me make a plan and achieve my financial goals.