David
Difficult setup but smooth sailing afterward
They did well in establishing my retirement brokerage accounts for private placements. It was a little complicated at first, but once the first placement was done, subsequent placements became much easier.
Response from NAFeb 5, 2020
Hi, David! Thanks so much for your feedback. Part of what Next Generation does best is ensure its clients are well educated and fully briefed on all our processes. For beginners, that sometimes requires extra hand-holding, which we are more than happy to provide. We're so glad you're having a good experience so far. We truly appreciate your continued support.