Next Financial Group is a full-service financial services firm that provides independent financial planning and wealth management solutions tailored to individuals, families, and small businesses. As part of the independent broker-dealer network, the firm empowers advisors to offer personalized strategies without the constraints of proprietary products, ensuring clients receive recommendations aligned with their unique goals. With a client-centered approach, Next Financial Group emphasizes transparency, long-term relationships, and a strong fiduciary commitment.

The firm supports financial professionals with cutting-edge technology and a wide array of investment tools, enabling them to deliver comprehensive planning services. Their advisors specialize in retirement planning, investment advisory, life and long-term care insurance, and other core wealth management services. By fostering a collaborative environment, Next Financial Group encourages a culture of integrity, education, and client empowerment.

Next Financial Group is also known for its advisor-first philosophy, providing flexibility and back-office support so advisors can focus on service excellence. As a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), the firm upholds the highest compliance and regulatory standards.

Website: https://nextfinancial.com/

Key Services:

– Comprehensive financial planning
– Retirement and income planning
– Investment advisory services
– Life and long-term care insurance
– Wealth management strategies
– Small business financial services
– Tax-efficient investment planning
– Education savings planning