ABOUT US

NEXT Financial Group, Inc. (“NEXT”) is a uniquely independent firm founded by financial professionals for financial professionals. NEXT is focused on the shared vision and values of our independent financial professionals and provides the platforms and programs to drive their prosperity and success.

Founded in 1999, as a diversified financial services company, NEXT has grown to become one of the industry’s most recognized independent financial services firms. To date, NEXT Representatives have acquired more than $13.5* billion in individual, business, trust and retirement plan assets.

Many of these accomplishments can be attributed to NEXT working closely with its Representatives to ensure that they can meet client demands for quality investment, insurance and retirement planning products. Through supplemental training, support and a variety of resources, our representatives are equipped to give their clients the level of expertise they require.

*Asset numbers are as of August 31, 2018.

ADVISORY SERVICES PAYMENT PORTAL

The NEXT Advisory Services Payment Portal allows an IAR to offer clients financial planning and/or consulting services. The nature of these services varies based upon an analysis of individual client needs. Areas addressed can include but are not limited to: investment portfolio advice; business or estate planning; financial counseling and/or planning; and complex planning services.

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