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November 2023 by Tad Thompson
I have had Next Gen in charge of my investments for several years now and they are always on top of things. Steven and his crew are friendly and always get my questions answered.
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August 2023 by Doug Buckley
We’re all trying manage; finances, taxes, investments, student loans, etc... today, while planning and preparing for our future. NGFP’s process and experienced team develop a plan to keep you on the path to achieving your goals. I highly recommend NGFP, they’re an outstanding group!
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April 2023 by Lindsey Bryce
Steven is great to work with. He's always very friendly and knowledgeable. Highly recommend!
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September 2022 by Nicky Riordan
Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can’t recommend Next Gen strongly enough.
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March 2022 by Hallie Putterman
If you want someone to guide you through a long term financial plan and actually help you understand HOW to do it, Steven is your guide. He explains things thoroughly without ever being condescending. And he asks thought provoking questions about your future to really help find the best plan for you. I’ve worked with a lot of financial planners over the years but never had one who felt so genuinely interested. He comes to every meeting with notes from the previous, and we review to make sure all tasks were addressed. Highly recommend.
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January 2022 by Nichole Riordan
Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can’t recommend Next Gen strongly enough.
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December 2021 by Nicky R.
Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven years back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.
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May 2021 by Will Misslin
I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and no ulterior motives.I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus on the most important things.
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January 2021 by Will M.
I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and no ulterior motives.I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus on the most important things.
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October 2020 by JoDee M.
Started off decent. Mike helped me until the pandemic when I was going through my own job issues/career , but couldn't really advise me as how to proceed, which I understand was unclear under the current circumstances, but expected a follow up as he is MY FINANCIAL ADVISOR. However, I have not heard from him since March....no check in....nothing, no follow up. He claims he has 60 clients, yet I heard from him regularly until March. 2020. When I completed my 1 year contact and wanted to find something better, I find myself with the small print of BS. My take is that you took advantage of sometime just expecting monthly payment after a pandemic and never followed up after 5 months. It's extremely unprofessional and quite devious.
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May 2020 by Brian Dearborn
Steven has been an absolutely amazing Financial Planner. I definitely recommend him to anyone looking for someone with tremendous financial planning experience. He has helped guide me in making more informed financial decisions. I most appreciate his attention to detail, his professionalism, his extensive experience on a wide array of topics, and his patience. There are so many positive things to say I could go on and on!
