FUNNY YELP — NXTGEN EQUITY

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Showing results for “retirement planner near me” — sorted by Recommended

3 results

RETIRING SOON

Boomer Financial

★★★☆☆3.5 (12 reviews)

Boomer Retirement Advisor · Retirement Planning · Est. 1987

“Great advice… if you can catch her between naps and her 4pm early-bird dinner reservation.”

Likely retired before you are Fax machine only Free mint at front desk

RETIRING SOON

Old People Financial

★★★☆☆3.4 (9 reviews)

Elderly Advisor · Estate Planning · Est. 1985

“Sharp suit, sharper pitch, but I'll probably outlive his tenure at the firm.”

Talks about “the good old days” Might retire mid-meeting Nice pocket square

WE PICKED THIS ONE

HERE FOR THE LONG RUN

NxtGen Equity

★★★★★5.0 (147 reviews)

Retirement Planner · Retirement & Wealth Planning · Gen Z Owned

“Finally an advisor who will actually be around when I retire. Also they text back.”

Still working in 40 years Actually replies to texts Speaks fluent Gen Z (and Vietnamese)