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 you’re getting worthy of the risk you’re 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 father’s 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.
View Top Employees from NBS Financial Services, Inc.Website | http://www.nbscompanies.com |
Revenue | $1 million |
Employees | 6 (6 on RocketReach) |
Founded | 1981 |
Address | 340 N Westlake Blvd. Suite 112, Westlake Village, California 91362, US |
Phone | (805) 497-2497 |
Fax | (805) 497-3383 |
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Industry | Financial Services, Finance, Investment Banking, Brokerage |
Competitors | CARRICK BEND ADVISORS, City National Bank, Pillar6 Advisors, LLC., RPA Wealth Management, Vitreous Partners, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular NBS Financial Services, Inc. employee's phone or email?
The NBS Financial Services, Inc. annual revenue was $1 million in 2024.
Geordie Crossan is the President and Owner and Certified Financial Planner of NBS Financial Services, Inc..
6 people are employed at NBS Financial Services, Inc..
NBS Financial Services, Inc. is based in Westlake Village, California.
The NAICS codes for NBS Financial Services, Inc. are [523, 52393, 52, 5239].
The SIC codes for NBS Financial Services, Inc. are [62, 628].