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Next Gen Financial Planning
- Financial Services
- San Diego, CA
About this business
Next Gen Financial Planning is a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams. We provide advice on investments, taxes, insurance, student loans, and other areas. We're not your father's financial planner, and are quite proud to serve a group that traditional financial advisors fail to address! Being fee-only financial planners means that we never accept commis... read more
Location details
2305 Meade Ave #1, Ste 1, San Diego, CA, 92116, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I initially went to Steven for help with investing and tax planning, but we ended up going into a lot more. I really appreciate that he is fee-only as well, so I know that he's always working in my best interest.
Frequently asked questions about Next Gen Financial Planning
How is Next Gen Financial Planning rated?
Next Gen Financial Planning has a 5 star rating with 12 reviews.
When is Next Gen Financial Planning open?
Next Gen Financial Planning is open now. It will close at 4:30 p.m.
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