Fourth Generation Financial is a full-service financial firm committed to the virtues that help people reach their goals. Founder, Kent McKee, is the fourth generation of his family to reside and serve in the Winter Park and Orlando communities. The City of Winter Park still enjoys the beautiful fountain donated by Mr. McKee’s grandfather to honor those who served in the armed forces. It provides a reminder and testament to the spirit of building things that last.
Our firm recognizes that the best things in life are often free, and peace of mind is priceless. For those with intangibles at the top of their bucket list, money management is usually the means to an end. Their true intent is to attain the best options that money can provide. Whether the goal is taking care of our loved ones, gifting, or allowing ourselves a deserved indulgence, the family financial plan is at the heart of most responsible decisions.
has maintained a financial planning practice for over 22 years in the Orlando and Winter Park communities. We provide strategic money management and customized solutions for each client. We develop personal relationships with the extended families of our clients and provide opportunities for ongoing education about their plan. Fourth Generation Financial offers top-rated, comprehensive resources resulting from long-standing affiliations within the industry.
Learn about what we do and our approach to help you save for a secure future.
Learn about what we do and our approach to help you save for a secure future.
to residents of FL, GA, KY, MD, MN, NC, NJ, NM & TX. Advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. 4th Generation Financial and Cambridge are not affiliated.
KEY FACTS ABOUT 4TH GENERATION FINANCIAL LLC
-
US Businesses
-
Companies in Florida
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Orange County Companies
- Company name
- 4TH GENERATION FINANCIAL LLC
- Status
- Active
- Filed Number
- L11000051609
- FEI Number
- 452045313
- Date of Incorporation
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May 2, 2011
Age - 14 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://4thgenerationfinancial.com
- Phones
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(407) 677-7107
4TH GENERATION FINANCIAL LLC NEAR ME
- Principal Address
- 1115 N. KENTUCKY AVENUE,
WINTER PARK,
FL,
32789,
US
See Also