Personal Service & Advice

Why Choose AdvisorNXT

We strive to provide the best customer service and financial advising experience.

Step One: Your Strategic Plan

If you already have an investment strategy in mind, AdvisorNXT offers the tools and resources you need to start investing.

  • Take a site tour
  • Speak with our experience Financial Advisors
  • Customize your portfolio

If you need expert advice from our Financial Advisors, we will answer your questions and explain your options without cost or obligation.

  • We do not operate on quotas – there is no incentive to sell you one product over another.
  • Our only incentive is to help you make strategic, informed investment decisions.

AdvisorNXT Financial Advisors will work with you and monitor your account, to make sure you’re on track with your investment goals.

Whichever path you choose, AdvisorNXT Service Associates and Technical Support are able to serve you:

  • In person
  • By phone
  • By e-mail

 

Step Two: Manage Your Wealth

The AdvisorNXT platform along with a financial advisor makes sure your account is focused on meeting your investment objectives. When you log in to your account you will see a full dashboard of your portfolio along with its performance. Speak with your financial advisor regarding any adjustments to suit your goals.

Whether you are continually online, or only checking-in on occasion, investment opportunities are always at your fingertips and your portfolio is constantly evolving.

Step Three: It’s Your Money, Access It When You Need It

When you are ready for retirement, or when you simply need to have cash in hand, our Platform or a dedicated Financial Advisor can help you liquidate and transfer your assets to your maximum financial advantage. Your portfolio is liquid, so access your funds when you need to.