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
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
ContactClick for phone number
Headquarters340 N Westlake Blvd. Suite 112 Westlake Village, CA 91362
CFP, MBA-FP in Westlake Village, CA
- Bonds & Fixed Income
- Business Planning
- Education Savings
- Estate Planning
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Advantaged Investments