Investment Bank/Securities Brokerage - Mechanicsburg, PA, US
At NEXT Financial Group in Mechanicsburg, PA it is my passion to help others pursue their financial goals. I believe it is best to understand all aspects of my client's unique financial picture in order to develop an accurate and appropriate financial plan. As an independent investment professional, I always work in the best interest of each client to ensure that I provide the investment and insurance options that are best tailored to each clients needs. While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services: Financial Planning, Investment Management, Retirement Strategies, Estate Conservation, Education Planning, Life Insurance, Disability Insurance and Long Term Care Insurance. I encourage you to contact me to schedule a confidential, no charge consultation to review your financial goals and concerns. Securities and investment advisory services offered through NEXT Financial Group, Inc. ("NEXT"), Member FINRA/SIPC. NEXT Financial Group, Inc 219 East Main Street Suite 102 Mechanicsburg PA 17055. To view other important client information, visit nextfinancial.com. Any post on this site may not reflect the views or opinions of NEXT. Due to various state regulations and registration requirements, I am currently allowed to offer securities only to clients residing in California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia.
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