Next Financial Group, Inc. (Member FINRA/SIPC)

NEXT Financial Group, Inc. (Member FINRA/SIPC) is a broker dealer that specializes in serving the needs of community financial institutions and their customers. NEXT Financial Group, Inc., is a company comprised of some of the industry’s leading financial professionals who not only help customers realize their financial goals, but help achieve their vision.

Registered Representative and Investment Advisor Representative available through non-affiliated, Oak Wealth Management, Inc. www.oakwealthmanagement.com.

 
Ready to get going? Ask to speak with a financial advisor at: (806) 798-5800
Products & Services

Full-Service Brokerage and Insurance Products

 
  • Stocks
  • Bonds
  • Mutual Funds
  • ETF’s (Exchange Traded Funds)
  • Annuities (Variable, Indexed & Fixed)
  • Insurance (Life, Long Term Care & Disability)
  • IRA’s, SEP’s, 401(k)’s, 403(b)’s and SIMPLE Plans

Financial Planning Services

 
  • Asset/Wealth Management
  • Retirement Planning
  • Insurance Planning
  • Estate Planning
  • Education Planning
  • Comprehensive Financial Planning
  • Segmented Financial Planning
 

NEXT FINANCIAL GROUP, INC., is an independent third party company contracted with First United Bank to provide non-deposit investment products and other financial services. NEXT Financial Group, Inc., is not an affiliate of First United Bank nor are the employees or NEXT Financial Group, Inc., employees of First United Bank. The products offered by NEXT Financial Group, Inc., are not obligations of the bank are NOT FDIC insured NEXT Financial Group, Inc’s., products are not guaranteed by the bank and may be subject to investment risk, including the loss of value.

THE INVESTMENT PRODUCTS OFFERED ARE NOT FDIC INSURED. PRODUCTS ARE NOT DEPOSITS, OTHER OBLIGATIONS, NOT GUARANTEES OR INSURED BY THE BANK OR ANY FEDERAL GOVERNMENT AGENCY. ARE SUBJECT TO INVESTMENT RISKS, INCLUDING THE POSSILBE LOSS OF PRINCIPAL AMOUNT INVESTED.

Kyle T. Laughlin and Jayce Lowe, Registered Representatives. Securities and Investment Advisory services offered through NEXT Financial Group, Inc., MEMBER FINRA/SIPC.