Investment & Financial Planning Services
At APSG, we take a personalized approach to identifying a financial plan or investment strategy that is right for you. Each plan is as unique as the individual, and with the diverse range of products and advisory services we have to offer, we are certain to find one that will meet of your goals and objectives. Our success is rooted in your success and optimizing your portfolio’s growth is our end goal.
Currently, our licensed investment advisors are registered with NEXT Financial Group, Inc. As an independent broker/dealer firm, NEXT Financial Group, Inc. has won the prestigious “Broker/Dealer of the Year” award for six consecutive years.* By working with NEXT Financial Group, APSG is able to offer a comprehensive selection to any type of investor.
- Stocks
- Bonds
- Mutual Funds
- Variable Annuities
- Variable Life Insurance
- Business Continuation Planning
- Tax Free Exchanges
- Education Funding
- Financial Planning
- Estate Planning
- Savings Plans
- IRA rollovers
Investment management services through brokerage
Trust Services through investment companies (Franklin Bank & Trust)
Retirement Planning (IRA, 401(k), 412i, 419e, defined benefit plans, profit sharing, SEP, SIMPLE, Non-Qualified, and others)
Let us know what we can do for you. Contact us.
*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/Dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.