Broker Check


Consider flying the ClientFirst Strategy, Inc. banner or affiliate with NEXT Financial Group, Inc., and fly your own banner with us as your OSJ. Both options offer unique advantages. The best one is that, whichever banner you choose to fly, you’ll be in a position to be the great financial advisor you know you could be!

We have been in the securities industry since 1990. Mitch is an OSJ manager/Principal and is licensed to supervise equities, fixed income, municipal securities (including 529’s), options, and variable product business. He also holds life, accident, and health insurance licenses. Bobby is a certified financial planner since 2008 and holds the Series 7, 63 and 65 securities licenses, and also life and halth insurance licenses in several states.

We love investing! We love serving our clients, who are the greatest people we have ever met! We love the fact that we built a firm from the ground up! And we love that we did it our way! We are very focused individuals.

If you are thinking about a change of direction for your business, the freedom to be YOU, and to free yourself of any and all conflicted sales practices, then we have something to talk about – in the strictest of confidence, of course.

So, let’s work hard (and play hard), follow the rules, be the best in the business, and see what it’s like to rediscover the reasons why you decided to be a financial advisor.

Please note: This is for financial advisors who have a self-sustaining business and who are still looking to grow it.

Please call us at our office, 631-920-6624, or email: