NextGen Wealth Defense LLC.

Lorain, Ohio

Call (440) 890-2025 Visit website →

About

NextGen Wealth Defense LLC is a fee-only financial planning firm based in Lorain, Ohio that operates independently without affiliations to insurance companies, annuities, banks, or brokerages. The firm holds fiduciary status, meaning advisors are legally obligated to prioritize clients' interests, and generates revenue solely through client fees rather than commissions. Their stated approach extends beyond investment management to encompass comprehensive, client-centered wealth management services for families.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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