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Nathan Morris Kross is a financial advisor with Next Financial Group, Inc. Nathan works with clients to provide financial planning, portfolio management, and pension consulting services. Nathan has been in the industry since August 2024 and is registered with the state of New York. He earned a Uniform Combined State Law Examination certificate in December 2024.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NY
01/02/2025 - Present
Next Financial Group, Inc. (WILLIAMSVILLE NY)
Active
Inactive
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