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NEXT

You define what’s next,
together we create a path towards it.

NEXT

Discovering What is Truly
Important to you.

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Navigating your future
one decision at a time.

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Your journey starts here

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Welcome to ICG next

An innovative, industry-leading financial advisory firm located in Wall Township, NJ, serving multigenerational families as they plan for what’s next.

Our team of knowledgeable and caring advisors is changing the way our clients think about and view financial services.

We know that your questions, concerns and areas of interest go well beyond that of simply selecting the right stock, planning for retirement or achieving the highest return regardless of risk.

You are planning for far more than just your own financial future. We collaborate and support you and your family as you seek to achieve your most important personal, professional and financial goals, providing stewardship and guidance as you decide what’s next.

Financial Goals

Our comprehensive and consistent wealth management discipline addresses the unique needs of every generation in your family. Learn more…

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Wealth Management

Strategies

When it comes to your financial future and the financial future of your family, one size most definitely does not fit all. Learn more…

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Financial Strategies

We’re distinctly positioned to provide wisdom and insight about the financial services, solutions, and products that suit your unique journey as you plan for what’s next.

 

Financial Planning

Looking to an advisor for guidance on things like retirement, potential tax strategies or tax harvesting, 401K or 403 B plans, money purchasing, or profit-sharing strategies?

Ready to learn more about college plans or to explore estate planning?  The team at ICG next can help you with these and many other considerations as you design a financial future for you and your family.

Investments

From stocks, bonds, and brokerage to IRA accounts, treasury bills, government securities, treasury notes, and variable annuities, We’ll help you sort out your investments so that they align with your plans for what’s next.

Retirement

Planning for retirement means you’ll want an advisor who knows your story, understands the goals you have for your personal and financial future and can help you discover the best way to get there. And that’s exactly how ICG next can make planning for your retirement easier. We help you consider what you’re retiring to and how your financial strategies can make that happen.

Insurance

Whether you’re interested in selecting life insurance, navigating disability income insurance, or are planning for long term care insurance for you or a loved one, we can help you protect all the things that are most important to you.

    -Michael Bonevento, CFP®, ChFC®, CLU® Founder, ICG Next-

    “More often than not what people perceive to be true is not a reflection of reality.  The role of a financial professional is to deconstruct such myths.”

    FINANCIAL STRATEGIES

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    What We Do

    We’ll help you understand what your financial decisions will mean for you and your family. And we’ll work collaboratively with you to make sure that you are on track towards preserving and growing your assets as you navigate the challenges and triumphs of your financial future with a steady, supportive and informative steward as your advisor.

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    Our Approach

    As Financial Advisors, we take our financial planning process seriously because it allows us to share the different opportunities that might be right for you.

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    Our Mission

    At ICG next our comprehensive financial planning and wealth management process addresses the unique needs of every generation in your family and we spend time with you discussing all the choices you have at your disposal when planning for what’s next.

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    Our Community

    Giving back to the community is paramount to ICG next's success. Whether it be food drives, mentoring students or participating in fundraisers; we support and care about our local community, it's local charities and youth.

    What Our Clients Say About Us

    The team at ICG is the best in the business. In my experience, they share a common commitment to ensuring that all of our personal, professional and financial needs and objectives are met. Always responsive to any request for assistance, they invariably go the extra mile to ensure that questions and requests are addressed. I can’t say enough good things about this team.

    David R.

    I am extremely pleased with James Costabile and his entire staff! His team always demonstrates a high level of professionalism and are consistently responsive, helpful, courteous and most of all knowledgeable! I am fortunate to have them managing my financial portfolio and look forward to our continued growth and success! Thank you ICG NEXT!

    Anthony P.

    James, Matt, Dorann, and the entire ICG Team are absolutely phenomenal, and the very personal and highly efficient services they offer are priceless! Their guidance, support, suggestions, and wise advice have assisted us in many financial decisions and endeavors. We are beyond grateful to be clients of theirs, and we highly recommend ICG Next!

    Theresa B.

    Always a pleasure dealing with ICG and their professional staff.

    Carol D.

    Since the first phone call to set up an appointment with Daniel for a consultation it’s been a great experience with the company. Not just with Daniel but also with Deb…she is just always so positive and sweet when answering the phone and or questions I may have and relaying those to Daniel. I’m relatively new to the whole financial investment business so I had a million questions and Daniel was just the best at explaining and helping me make the right decisions about my money for the future. I have on numerous occasions told people about ICG and how great they’ve done by me. So “thank you” for making it such a pleasure to do business with all of you! Such a great team!

    Jennifer M.

    I moved my portfolio over to Dan Monzi & the ICGNext team a few years ago and haven’t looked back since! Starting with their communication & service, the team is extremely prompt with what they do. Additionally, I’ve been able to bounce ideas off their team and develop some strategies to drive growth. It’s not a “their way or the highway” approach; it’s more of a conversation where my ideas are taken into consideration. You feel like a close friend of the family moving forward in the same direction. I’ve recommended several people to Dan & the firm throughout the years! Thank you all!

    Patrick R.

    I have thoroughly enjoyed working with Daniel Monzi and his team at ICG these past 5 plus years. Daniel has kept me fully informed on market trends and conditions. He has made great recommendations on investments and has asked for my input as well. He is very assessable and quick to respond. I feel very comfortable and confident working with Daniel and his team.

    Charles D.

    ICG’s Stephen Kuczynski has been a fantastic financial advisor. He listens to my goals and concerns, and takes the time to help me understand the entire process (which in turn helps my financial decisions feel manageable). His focus on long-term growth is much appreciated, as he uses his expertise and genuine commitment to helping me to build sustainable plans for my future. I highly recommend Stephen to anyone looking for a knowledgeable and caring financial advisor.

    Chris B.

    My wife and I would like to say thank you to Stephen Kucezynski for all his hard work and help and dedication. Also for making are life go so much easier we appreciate everything you do for us, thank you Stephen and all others in your company. Merry Christmas and happy New Year’s Jeff and Linda Sippel.

    Jeffrey S.

    I started to work with ICG when my investment advisor retired and sold to ICG about 3 years ago. I have been very pleased ICG and specifically with Steven Kuczynski my advisor. He has always been very responsive and helpful when I needed advice or service.

    Robert H.

    We're here to help—whenever you need it!

    Questions?

    732-359-3838

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      The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.

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