Investments and Financial Planning

Through Advantage Plus Service Group, we provide a personalized approach to all of your financial concerns. We tailor a financial plan or investment strategy to meet all of your goals and objectives.

In addition to our proven expertise and results, we have another distinct advantage most financial providers can't offer: we're your neighbors. From fishing in the same rivers to going to the same Little League games, we're in this together. 

Summary

  • 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

Learn more about all our financial services from Advantage Plus Service Group.

Securities and investment advisory services offered through NEXT Financial Group, Inc., member FINRA/SIPC, are not insured by the FDIC, the NCUSIF, or any government agency. They are not deposits or obligations of, nor guaranteed by, any financial institution, and are subject to investment risks, including possible loss of the principal amount invested. None of the entities named herein are affiliated with NEXT Financial Group, Inc..

Advantage Plus Service Group is located at 2133 E. Center St., Pocatello, ID 83201, (208) 233-9700. We are registered to sell securities in the following states: ID, CA, OR, UT, AZ, NY, WY.