Next Generation Wealth
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
201 Jones Rd Fl 5, Waltham, Massachusett...Phone Number
(781) 398-9838Website
www.nxtgenwealth.comRevenue
$8.4 MillionIndustry
About Next Generation Wealth
Next Generation Wealth, LLC is a financial services firm founded by Jody Young Clement, specializing in insurance and investment advisory services. The firm is dedicated to providing business and personal financial solutions rooted in integrity, performance, and trust. It primarily serves clients in various states, offering tailored financial strategies through partnerships with New York Life Insurance Company and Eagle Strategies LLC. The company emphasizes collaboration with other professionals to enhance client outcomes and ensure comprehensive financial planning.Explore more
Next Generation Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2010
JM
Jerry MaddalunaFounder, Financial & Financial Planner & Group Luna Financial, Llc Advisor
Next Generation Wealth Tech Stack
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Frequently Asked Questions Regarding Next Generation Wealth
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Next Generation Wealth, LLC is a financial services firm founded by Jody Young Clement, specializing in insurance and investment advisory services. The firm is dedicated to providing business and personal financial solutions rooted in integrity, performance, and trust. It primarily serves clients in various states, offering tailored financial strat... Read More
