Investment Team
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We're invested in your success

Understanding you is the critical first step we take together. We'll take the time to understand your vision for the future, your financial goals, your risk tolerance, your personal tax situation, and more. With this background as a solid foundation, we'll work with you to build a customized asset management plan designed to achieve your financial goals.

As a division of Northfield Savings Bank, Northfield Investment Services offers access to an extensive range of investment options through Osaic Institutions, Inc., including traditional stocks, bonds, mutual funds, annuities, and insurance and long-term care insurance solutions, as well as low-risk and FDIC-insured options.

Northfield Investment Services does not provide tax or legal advice. Investors should consult their tax preparer or legal advisor regarding their individual situation.

Get To Know Our Team »
Chad Bell
Chad Bell
Clay Bell
Clay Bell
Terry Schroeder
Terry Schroeder
Kelley Young
Kelley Young

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Northfield Investment Services is a trade name of Northfield Savings Bank. Osaic Institutions and Northfield Savings Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Investment Products are:
Not guaranteed by the bank, not FDIC insured, not a deposit, not insured by any federal government agency, may lose value including loss of principal.