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+1 586-524-6614
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| 38800 Van Dyke Ave Ste 200, Sterling Heights, MI, 48312 | |
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1 miVan Dyke & 16 Mile
1 miMeijer Park and Ride
1.9 mi15 Mile & Van Dyke
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Specialties
At Next Degree Financial, we take complexity out of financial planning and make the concepts easy to understand. With that renewed confidence, we help our clients implement those strategies and improve their lives.
History
Established in 2011.
Next Degree Financial is an independent, comprehensive, financial and insurance consulting firm. Although we have clients from many walks of life, affluent high net worth individuals and families have had the most to gain from our extensive detail to the many facets of financial planning and risk management. By being independent we can offer the most competitive programs the industry has to offer while working with you to reach your financial goals. While addressing insurance needs, we can actually shop the most competitive insurance companies and rates before helping you make the best selection. You’ll find while working with us, that we will do everything we can to help make the planning process as seamless as possible. We educate our clients about the opportunities and potential rewards that are available when they take a proactive approach to their own personal financial situation.
Meet the Business Owner
David J.
Business Owner
David, the founder of Next Degree Financial, received his Bachelor of Science in Business Administration degree from Central Michigan University in 2003. Throughout the last ten years, he has had the opportunity to meet and assist hundreds of families with their financial goals. David prides his practice on being the professional that his clients continually turn to for advice and knowledge, not only regarding financial matters, but day-to-day issues as well. This is the level of trust and communication he feels is essential when developing long-term relationships with his clients.
David has a certificate of completion in Personal Financial Planning through the School of Business Administration at Oakland University. He has met all the requirements to hold the prestigious industry designation CFP®, Certified Financial Planner™.
