Next Generation Trust Services

Greater New York City Area United States

Finance / Banking / Insurance

We provide comprehensive account administration and transaction support services for retirement plans enabling investors to harness their tax deferred and tax free assets to purchase a wide array of nontraditional investments. Our plans differ in that they allow for our clients to invest in non-traditional assets within their plans. Our target customers are anyone with a current retirement plan or someone who should have a retirement plan that is interested in taking full advantage of the entire range of investments the IRS allows. Jaime strives to empower clients with the knowledge needed to proactively shape their financial future and is a frequent speaker on non-traditional inves...