12.15.09
You are paying a fee to your insurance agent EACH and EVERY MONTH.......ARE you SURE your insurance agent is working for you EACH AND EVERY MONTH? How can you find out? Call us today for help!
09.14.09
Wyman & Associates with Trevcore Financial join together to meet the needs of their clients. With Trevcore Financial's extensive experience in Retirement and Security products Wyman's long standing work in Life, Medical and Disability Insurance...
Lifetime Financial Strategies
We Focus on Your Vision for Secure Wealth
With financial success as your final destination, let NEXT Financial Group, Inc. help you develop the path through all of life's ups and downs.
At NEXT Financial Group, we treat every client as if they were the most important person in the world. We work carefully to chart the way to help you achieve your financial dream. Whether you need good investment strategy or assistance with your estate planning, we're here to help you reach your financial destiny.
Our passion is tactical strategies.
We take pride in educating our clients on the risks and rewards of various tactical strategies. Today's equity markets are faced with tremendous uncertainties.
Tactical strategies allow your investment portfolio to automatically adjust to the ever-changing global economy.
Our disciplined approach matches each client's individual investment goal to one or more tactical strategies to allow them to safely meet their financial destiny.
Together, we will develop the plan to provide for your financial security for life. Plan for your future today by giving us a call, creating your personal financial path for life.
Pershing - An affiliate of New York Bank of Mellon
How You Benefit
Because your financial organization employs Pershing, you can count on:
Significant Resources. With over 5,000 experienced professionals in 19 offices worldwide, Pershing provides your financial organization with everything from fast, precise trade execution and settlement to the accurate, timely preparation of your brokerage account statements.
Account Protection. Pershing is a member of the Securities Investor Protection Corporation (SIPC®). In addition, we provide account protection in excess of SIPC limits through Lloyd's of London. Securities Investor Protection Corporation (SIPC®).
Quality Service. Your financial organization can minimize the time spent on administration and processing, and focus on your individual investment program.
Product and Service Diversity. Pershing's full array of innovative financial products and services gives your financial organization the tools it needs to help you meet your specific investment objectives.
Data Integrity. Pershing's comprehensive security methods, extensive back-up systems, and well-developed contingency plans safeguard your account information.
Privacy. Pershing maintains physical, electronic, and procedural safeguards to protect the confidentiality of your personal information.
Be alerted to what's in the insurance and financial world:
Options for your Future
The Business Examiner is the only publication dedicated exclusively to the South Sound business community, emphasizing material of interest and impact to local business owners, executives, and managers. Contents include matters of public record that relate to business readers, profiles of businesses and their operators, analysis of trends and emerging economic issues, and reports on techniques and tools people can use on the job.
