4th Generation Financial
www.4thgenfinancial.comMany 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.
Read moreMany 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.
Read moreCountry
State
Florida
City (Headquarters)
Winter Park
Employees
1-10
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Wealth Manager , Certified Financial Planner
Email ****** @****.comPhone (***) ****-****