New World Finance. Old World Values.
We create personalized financial plans that align with your goals, income, and lifestyle. From budgeting to long-term planning, we help you stay on track and prepared for the future.
Schedule a Consultation
We create personalized financial plans that align with your goals, income, and lifestyle. From budgeting to long-term planning, we help you stay on track and prepared for the future.
Schedule a Consultation
Next Move Finance is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. With over two decades of experience in the industry.
Our approach is built on a foundation of trust, transparency, and tailored solutions. We understand that every client has unique financial circumstances and aspirations, which is why we take the time to listen and develop customized strategies that align with your specific objectives.
At Next Move Finance, we believe that financial success is not just about accumulating wealth, but about creating a secure future for you and your loved ones. Our comprehensive services cover everything from retirement planning to investment management.
Read MoreOur team consists of certified financial professionals with extensive experience in various aspects of financial planning and investment management.
We employ time-tested investment strategies combined with innovative approaches to help our clients achieve their financial objectives.
As fiduciaries, we are legally obligated to act in your best interest, providing unbiased advice and transparent recommendations.
We understand that every client is unique. Our financial plans are tailored to your specific goals, risk tolerance, and circumstances.
From retirement planning to tax optimization, we offer a full spectrum of financial services to address all your needs.
We provide continuous guidance and regular portfolio reviews to ensure your financial plan remains aligned with your evolving goals.
Our personal finance consulting services help individuals take control of their financial lives. We work with you to create a comprehensive budget, manage debt, and develop strategies for saving and investing that align with your lifestyle and goals.
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We help businesses of all sizes develop robust financial strategies to drive growth and profitability. Our services include cash flow management, business valuation, succession planning, and strategic financial decision-making to ensure long-term success.
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Our investment advisory services provide professional management of your investment portfolio. We conduct thorough research and analysis to build diversified portfolios that balance risk and return according to your specific objectives and risk tolerance.
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Our comprehensive wealth management services are designed for high-net-worth individuals seeking to preserve and grow their assets. We integrate investment management, estate planning, tax strategies, and philanthropic planning into a cohesive wealth strategy.
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Secure your future with our comprehensive retirement planning services. We help you determine how much you need to retire comfortably, optimize your Social Security benefits, select appropriate retirement accounts, and create a sustainable income strategy for your golden years.
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Minimize your tax burden with our strategic tax planning and preparation services. Our tax professionals stay current with the latest tax laws to identify opportunities for deductions, credits, and tax-efficient investment strategies that can save you money year after year.
Read MoreContact us today for a complimentary consultation and discover how Next Move Finance can help you achieve your financial goals.
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New York, NY
Working with Next Move Finance has been a game-changer for my retirement planning. Their advisors took the time to understand my goals and created a comprehensive plan that gives me confidence about my future. I highly recommend their services to anyone serious about their financial future.
Los Angeles, CA
As a small business owner, I needed help with both personal and business financial planning. Next Move Finance provided expert guidance that helped me optimize my business finances while building personal wealth. Their tax planning strategies alone have saved me thousands annually.
Chicago, IL
The team at Next Move Finance helped me navigate a complex inheritance situation and develop a wealth management strategy that aligns with my values. Their expertise in estate planning and investment management is exceptional. I feel secure knowing my financial future is in capable hands.
Houston, TX
After going through a divorce, I needed to rebuild my financial life. The advisors at Next Move Finance were compassionate, professional, and incredibly knowledgeable. They helped me create a new financial plan that has put me back on track to a secure retirement. I can't thank them enough.
Miami, FL
I've worked with several financial advisors over the years, but Next Move Finance is by far the best. Their holistic approach to financial planning has helped me optimize my investments, minimize taxes, and plan for my children's education. Their fiduciary commitment gives me peace of mind.
Seattle, WA
Next Move Finance has been managing my investments for over five years, and I couldn't be happier with the results. Their disciplined approach and regular communication have helped me stay the course during market volatility. They truly put their clients' interests first.