Affiliate Companies

NEXT Affiliate Companies

Our affiliate companies are our partners in business, and we would like to extend those partnerships to you. Through our affiliates, NEXT provides added value services such as insurance, third-party money management, acquisitions and succession planning.

NEXT Financial Insurance

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Experienced financial professionals realize the important role insurance plays when creating financial plans for their clients. In fact, offering insurance in addition to other financial services should be an integral part of the conversation.

Some of the important areas where insurance meets a client’s financial needs are:

  • Asset Protection
  • Business Succession
  • Tax Deferral
  • Estate Planning
  • Disability
  • Long-term Care
  • Healthcare

NEXT Financial Insurance, in partnership with Pinnacle Insurance and Financial Services, LLC, is a full service, single source insurance support organization that is available to NEXT Representatives and Independent Licensed Life Agents. NEXT Financial Insurance was founded in 2007 as an agency to support the growing needs of our community. We have become a subsidiary of NEXT Financial Holdings, Inc., providing the tools, products and services required for our financial professionals to meet the need of their clients through trusted partner relationships and unmatched customer service.

how can we help you?

Contact us to learn more about our services and capabilities, or if you have technical inquiries.