4th Generation Financial Company Profile, Contacts & Intelligence

Financial ServicesWinter Park, Fl, United States3 employees
1 contact with email or phone data1 with email data1 with phone data
Employees
3
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 1 visible contacts

4th Generation Financial Overview

Many people remember a time when financial advisors could be trusted to do the right thing. At 4th Generation Financial, that time is today. We are a financial services firm committed to the virtues that help people reach their financial goals. The foundation of our clients’ success is quality decisions based on a long-term perspective and core values that bring stability to today’s volatile economy. Every investor has unique experiences which color his or her investment style, so our clients are encouraged to share their stories and concerns which become the foundation of their own financial plan. Kent W. McKee has been meeting the needs of his clients for over 20 years. He graduated from the University of South Florida with a double major in Finance and Management. In 2001, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which can help you feel confident in his ethics and competency. His main desire for you is to be able to reach your financial goals before and after retirement. TOP SERVICES • Retirement Income Planning • Asset Allocation • Estate Planning Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. 4th Generation Financial and Cambridge are not affiliated.

Headquarters
Winter Park, Fl, United States
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads

4th Generation Financial Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.

4th Generation Financial People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

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