Next Financial Group
A network of financial representatives helping clients reach their investment and retirement goals
NEXT Financial Group, Inc. is an organization of some of the industry's premier financial professionals who help clients reach their retirement and investment goals. As an independent firm founded, owned and controlled by its registered representatives, NEXT Financial Group understands that financial objectives vary based on the person and allows representatives to formulate individualized financial strategies for their clients based on their financial goals. NEXT Financial Group is dedicated to providing a full range of financial services on a personal basis with flexibility to offer a wide variety of financial products, which serve the needs of individuals, corporations and institutions.
NEXT Financial Group offers a full range of services including:
- Retirement planning
- Estate planning
- Investment Management
- Risk management
- Tax management
- Education funding
- Employee and executive benefits
Based in Houston, Texas, NEXT Financial Group has won the reputable Broker/Dealer of the Year Award* seven times. In addition, based on its percentage of growth in revenue, NEXT Financial Group has been ranked first as the fastest growing independent broker/dealer and was also ranked as one of the 50 largest broker/dealers in America by Financial Planning magazine. In a survey by Investment Advisor magazine, NEXT Financial Group placed first among broker/dealers in percentage of growth of fee-based advisors added over five years due to its steep jump in revenue of 46.1% for 2005.
NEXT Financial Group was established in 1999 and today has more than 1,100 affiliates and advisors around the country. The company is built on the philosophy that its advisors should have a voice in their career destiny.
NEXT Financial Group offers many benefits to its representatives and their clients. By offering workshops, seminars, marketing advice, and up to date information in the financial field to our NEXT representatives, we continually strive to help them reach their fullest potential so they can better serve the needs of their clients.
We also provide NEXT Financial Group representatives comprehensive, quality products to help build strong client relationships. Representatives have the opportunity to participate in a variety of mentorship programs and utilize all of the products and services NEXT Financial Group offers.
NEXT Financial Group Investment Advisor Representatives (IARs) can offer clients a variety of consulting services that include cash flow analysis, portfolio evaluation, and college planning.
With our NEXT Adviser's Account, a fee-based advisory program, Next Financial Group representatives can offer their clients customized portfolios, which can include individual equities, load and no-load mutual funds, and fixed-income securities.
These are a just a few of the products and programs offered by NEXT Financial Group. Representatives and their clients can enjoy the perks and benefits of this comprehensive range of product and service options.
*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/Dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year."