Investment Team
Investing FAQs
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Your business is our business

We know it's not enough to simply offer business investment products; we believe in learning deeply about your business and understanding your investment priorities before crafting a thorough and business-focused plan.

Our experienced Investment Consultants will help you with a wide variety of business investment options, including:

  • Investment strategies that can maximize your return
  • Asset Allocation
  • Tax-advantaged Investing
  • Long-term wealth accumulation
  • Innovative insurance solutions
  • Retirement benefit planning

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

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

Securities, advisory services and insurance products are offered by, and Investment Consultants are registered with, INFINEX INVESTMENTS, INC., member FINRA/SIPC, and a Registered Investment Advisor. Investment Consultants are employees of Northfield Savings Bank, a financial institution, and registered with INFINEX INVESTMENTS, INC., a registered broker dealer. Northfield Investment Services is a trade name of Northfield Savings Bank. Northfield Savings Bank is not a broker dealer. Infinex and Northfield Savings Bank are independent entities.

Investment Products are:
Not FDIC insured, not guaranteed by the bank, may go down in value, not insured by any federal government agency, not a deposit.