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Jericho Office

500 North Broadway

Suite 251A
Jericho, NY 11753

About Us

NXT Phase Financial Services is an independent wealth management firm that focuses on investment management, retirement income planning, and insurance strategies related to long-term care and life insurance.

Our Philosophy

We believe that the planning process should be an educational and collaborative one between our clients and us.  We work with you to explore strategies with your goals in mind.

Our Approach

We strive to build your trust in us every day by providing personalized attention and proactive communication.  Our one-on-one interactions allow us to get to know you and form a relationship.  We pride ourselves on being available to listen to your concerns and develop solutions for your financial needs.

Our Services

Investment Planning

Investment Planning

We manage money the way you want it managed. We offer non-proprietary strategies, which are either fee-based, commission-based or both. During our conversation of possible strategies, we together weigh the pros and cons of what might be best for you. Through our alignment with Securities America, Inc. ...

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Retirement Planning

Retirement Planning

At NXT Phase Financial, we believe that quality financial planning begins with building personal relationships with clients.  After a discovery process, we can craft a plan that works toward supporting your short and long-term goals.

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Teacher Services

Teacher Services


Does your 403(b) plan pass the test?  Could high fees be cutting into your hard-earned savings?  We offer a free complimentary service to discuss alternative 403(b) options approved in your district.

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Insurance Planning

Insurance Planning


We care about ensuring that you, your family and your business are taken care of in case of an unfortunate life event. Insurance is essential to any comprehensive financial security plan because it can help protect you and your family from undue hardship. We strive to bring you the best coverage for...

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Why the sequence of returns matters!

It's an investment strategy with the objective of providing inflation-adjusted income for life.

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Could it be time for a second opinion?

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“Planning is bringing the future into the present so that you can do something about it now.”  ― Alan Lakein

FREE PORTFOLIO RISK ANALYSIS

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Your Team

John Carbonara,CFP®

John Carbonara,CFP®

Wealth Manager, Principal

516-719-0145

516-719-0153

Maureen McCarthy

Maureen McCarthy

Client relationship manager

516-719-0145

516-719-0153

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Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.

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