Expertise. Commitment. Service.
These are the foundations on which NBS Financial Services, Inc. will help you build your financial future. For over two decades, the investment advisors at NBS have distinguished themselves through their ability to manage all the diverse aspects of their clients' financial lives, from the comprehensive financial plan to the finer details of asset allocation, investment management and tax planning.
NBS offers the highest possible quality of investment management and monitoring services to individuals, nonprofit organizations, pensions and profit-sharing plans. Every client and prospective client deals directly and exclusively with financial planners (CFPs) certified with the College of Financial Planning and certified public accountants (CPAs). Our advisors also bring substantial expertise in the fields of stock option planning and tax compliance to their practice.
By utilizing a disciplined approach, we believe investors can build sound portfolios with a diverse mix of assets, which will better prepare them to ?stay the course? when their portfolio is buffeted by the turbulent winds of the capital markets. Taken together with complementary assets, these portfolios are designed to deliver attractive rates of return within the context of acceptable levels of risk.