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.
View Top Employees from 4th Generation FinancialWebsite | http://www.4thgenfinancial.com |
Revenue | $1 million |
Employees | 3 (3 on RocketReach) |
Address | 1115 N. Kentucky Avenue, Winter Park, Florida 32789, US |
Phone | (407) 677-7107 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The 4th Generation Financial annual revenue was $1 million in 2023.
3 people are employed at 4th Generation Financial.
4th Generation Financial is based in Winter Park, Florida.
The NAICS codes for 4th Generation Financial are [52, 52393, 5239, 523].
The SIC codes for 4th Generation Financial are [628, 62].