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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

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.