NBS Financial Services, Inc.

Realize your dreams with NBS Financial, uncover and achieve life's most important goals!

Headquarters Financial Advisers in Westlake Village, CA

About

As CERTIFIED FINANCIAL PLANNERS™ we create risk-managed, tax-efficient, low-expense investment portfolios for our clients that help them plan to achieve specific financial goals. NBS is an independent fee-based, Registered Investment Advisory (RIA) firm dedicated to the goal of serving our clients’ financial and investment needs. NBS distinguishes itself from large firms that are required or encouraged to sell only their own financial products. Our advisors have access to thousands of different investment management products from most financial companies in addition to individual securities. This allows us to select the right investments for our clients without bias related to sales quotas.We like knowing that we help people have the retirement of their dreams, send their kids to college, and leave a philanthropic legacy. These outcomes are not just dependent on investment management performance; they require real financial planning and wealth management. Not all financial advisors do both; the NBS team does

Headquarters
340 N Westlake Blvd. Suite 112 Westlake Village, CA 91362

Answers

Q&A
Asked by STOKES
Answered by Matthew Hutton
CFP, MBA-FP in Westlake Village, CA
Mr. Stokes, Your questions was whether you should purchase a long term care insurance policy or not, and if so when. Unfortunately the answer is not a cut and dry, ...
Q&A
Asked by John
Answered by Ted Rood PRO+
Mortgage Professional in Maryland Heights, MO
Aside from the tax aspect of your situation, from a lending perspective, gifts are a common source of down payment money. The parent (or family member) and recipient ...
3

Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Other locations