ValueBanc Texas Financial Services is committed to providing a financial plan to help you build your worth. Working through NEXT Investment, we can meet your financial needs now and in the future.
Our comprehensive range of products includes:
- Mutual Funds
- Fixed and Variable Annuities
- Unit Investment Trusts
- Brokered CDs
- Life Insurance
- Wrap Accounts
- Third-Party Managed Accounts
NetExchange Client provides you with an essential solution for managing your investments online. By utilizing this platform, you will be able to manage your financial portfolios in an efficient and user-friendly environment. This convenient service is at your fingertips day and night, seven days a week.
When you manage your investments online with NetExchange Client, you have instant access to your balances, portfolio holdings, account activity, order status, cost-basis information and more. Plus, you can view your brokerage account statements, tax statements and trade confirmations online, reducing clutter in your mailbox.
This information is provided by your Broker Dealer through Pershing LLC. Member FINRA/SIPC, a subsidiary of Mellon (Bank of NY).
Securities & Investments Advisor Services provided through NEXT Financial Group, Inc. Member FINRA/SIPC
ValueBanc Texas Financial Services
3649 Leopard St.
Corpus Christi, Texas 78408
Tel (361) 888-4451
ValueBanc Texas Financial Services is NOT an affiliate of NEXT Financial Group, Inc. Investment Products are: Not bank guaranteed. Not FDIC INSURED. May lose value. Not bank deposits. Not guaranteed by any government agency.
Securities and Investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC Doraine Wealth Management Group, Inc., is not an affiliate of NEXT Financial Group, Inc.
DWMG, Inc. 800 North Shoreline, Suite 2300 South Tower, Corpus Christi, TX 78401 Tel(361)866-8466