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Next Phase Advisory Group Logo
Next Phase Advisory Group CB Rank
2857482
Heat Score
45
Next Phase Advisory Group offers retirement planning, insurance, intergenerational planning, and wealth management solutions.
Founded
obfuscation
Private Downers Grove, Illinois, United States11-50 www.nextphaseadvisorygroup.com
Financial Services
Insurance
Wealth Management
Overview

Next Phase Advisory Group
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Next Phase Advisory Group

CB Rank
2857482
Next Phase Advisory Group offers retirement planning, insurance, intergenerational planning, and wealth management solutions.
Founded
obfuscation
Private Downers Grove, Illinois, United States11-50 www.nextphaseadvisorygroup.com
Financial Services
Insurance
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Kevin Olson, Michael Polan
Phone Number 1 630-353-2300
Contact Email npag@nm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service to create personalized plans that help clients retire according to their goals and timelines.
Wealth Management
A service that provides personalized strategies to grow and sustain long-term wealth aligned with clients' financial goals and risk tolerance.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 4

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

412

IT Spend

$434.2KThis year, Next Phase Advisory Group is projected to spend $434.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
TheStreet Logo
TheStreet
78
Google (GOOG) Logo
Google (GOOG)
77

Active Website Tech Count

13Next Phase Advisory Group is actively using 13 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Next Phase Advisory Group's headquarters? Next Phase Advisory Group is located in Downers Grove, Illinois, United States.Who are Next Phase Advisory Group's competitors? Alternatives and possible competitors to Next Phase Advisory Group may include CW Advisors, Heckmann Financial, and  Future Bright.
Who We Are
What We Do
Helpful Links
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