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Whether you’re a first timer or seasoned investor, we want to hear your story and help you maximize your life’s work. To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and in the longer term? We are proud supporters of virtual meetings.

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NextGen Wealth Services
7305 Grand River Ave, Suite 600
Brighton, MI 48114
Phone:   Zack Snyder (517) 518-2660  Kelsey Hunter CLU (248) 877-1067 • Fax: (810) 355-2444
Texting #: (248) 266 5101
www.mynextgenwealth.com •

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. does not provide tax or legal advice.

The financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, MI, TN.

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