We conduct a Complementary financial need analysis to get the best understanding of your business needs and financial situation. We are here to understand your business and personal needs first!
When working a company of our caliber, it helps to have access to products from the most familiar names in the industry, so you can build a well-rounded portfolio fit for your specific needs.
Interested in new opportunities for growth and connection? Take charge of your own financial future and get started with us today with little to no financial background.
CEO and Founder of Nxtvisor. She has been working in the financial industry for over a decade with a proven track record of success with her clients. Previously recognized as a Top Performer in the banking industry and is a Power Player as a Financial Literacy Specialist. She served as a member on the board of directors for a non-profit organization and currently volunteers at her local church in the children's and women's ministry.
One of her most important roles as a CEO and Founder of Nxtvisor is coaching and developing professionals to become the next financial leaders of tomorrow. Her passion for helping others by pushing them to reach both their personal and financial goals, as well as having the ability to establish lifelong business relationships is what makes working with this company so rewarding. Find out more today on how Katherine Boean and her team can move you towards financial freedom by booking a consultation at the link below.
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1815 Satellite Blvd Suite 104 Duluth, GA 30097
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: By appointment