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A balanced approach

Successful investing is often the result of striking just the right balance between your time horizon, financial objectives, and risk tolerance. We take a hands-on approach, first by listening and then by working with you to evaluate your options and help determine the most appropriate and effective investment solutions for making your money work for you.

Our solutions include:

  • Investment strategies that can maximize your return
  • Tax-advantaged Planning
  • Long-term wealth accumulation
  • Innovative insurance solutions
  • Estate planning
  • Building powerful personal retirement plans and business retirement plans
  • Education finance strategies
     

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.