Nbs Financial Services, Inc.

Description

• Experience, Independence and Expertise Those are the advantages to working with NBS Financial Services. Investment success comes when you have the right balance of risk, opportunity, and expense. What is right depends on each person and their goals, investments they have access to, and financial knowledge to make sound decisions. Is the investment return youre getting worthy of the risk youre taking? No? Then why take the risk? When you calculate your return, are you factoring the expenses of that investment and the cost of taxes? No? Then your REAL return is likely much less than you think. As CERTIFIED FINANCIAL PLANNERSTM in Los Angeles, we create risk-managed, tax-efficient, low-expense investment portfolios for our clients that help them plan to achieve specific financial goals. We also provide comprehensive wealth management for Los Angeles area individuals. NBS President Geordie Crossan has been working to help his clients plan and achieve their specific financial goals since he joined his fathers firm shortly after college in 1986. For Geordie, financial planning and family have been intimately intertwined from day one. NBS is a fee-based, Registered Investment Advisory (RIA) firm dedicated to the goal of serving our clients financial and investment needs. As both an RIA and a CFP®, NBS Financial Services and Geordie Crossan are fiduciaries committed to putting client interests above all else.
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  Headquarters:340 North Westlake Boulevard Suite 112, Westlake Village, California, United States

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  Phone Number: +1 805-497-2497

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  Website: https://www.nbscompanies.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Nbs Financial Services, Inc.

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• |  NAICS Code: 523930  |

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