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 Testimonials
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We are especially proud of our experienced and dedicated home office staff. Their outstanding service has made it possible for NEXT Financial to be named “Broker-Dealer of the Year”* by Investment Advisor Magazine, a record 6 years in a row.  NEXT was also the only repeat winner in 2003, 2004 and 2006. 

Here's what some of our reps had to say about our staff's award-winning service... 

Stephen Aquillino - “NEXT has provided me with technical and personal service that has been so crucial to my success. Very rarely do you find both of these qualities in an independent firm.”

Lynn Barnes - “I was surprised at how accommodating the transfer processes are...the back office was an enormous help.”

Arthur Farr - “Please let your staff know how much we appreciate all that they do for us.  The NEXT Financial Group Home Office is a key partner in our business success.”

Jim Kinkead - “[The NEXT Financial] home office operates from the position of serving the reps and their clients rather than making the reps a servant of a bureaucracy that [is] more concerned with procedures than service. I would suspect [many reps] elected to join NEXT...due to the corporate philosophy. If there is any change that I would make for NEXT, it would be to change the name from NEXT Financial Group to NEXT Financial Family. It would be more descriptive.”

Tina Nolan - “I am very impressed with the relationship that Debbie DeMarino and Gerry Mohr have built with Pershing. Their reputation for honesty and integrity enables them to provide the highest level of service.”

Steve Iversen - “My transition to NEXT has been easy considering that I had been with my prior firm for over 21 years.  The recruiting and transition staff has bent over backwards to make our life easier in this move.  The support out of every department has absolutely marvelous.”




*Each year Investment Advisor magazine conducts a poll asking its readers to rate how well their broker/dealer is meeting their needs in key areas such as compliance, payouts, and technology. Broker/Dealers that receive the most positive responses from their individual reps (after a set minimum number of responses are received) take home the coveted “B/D of the Year” awards in four different categories based on each B/D's total number of reps.