Nexgen Wealth Management

Closed
17890 Castleton St Ste 230
Rowland Heights, CA 91748

Wealthify Partners is a financial management firm based in Rowland Heights, CA, dedicated to making a positive impact on the world through their platform and resources. They strive to create meaningful change and inspire others to do the same by advancing causes that have the potential to make a significant difference in society.

With a commitment to simplifying their clients' financial lives, Wealthify Partners provides expert guidance and personalized solutions tailored to unique needs, from budgeting and investment planning to tax strategies and retirement planning. Their goal is to help individuals clarify their financial priorities and create a customized plan to achieve their goals, ensuring their financial success.

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