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Our detailed analysis can offer you a unique report that will help you navigate through retirement by developing a plan that addresses:
And a distribution strategy with these objectives:
Developing a plan for the distribution phase of your life is an important endeavor and one that requires a thorough process.
You’ve worked hard to accumulate your wealth for retirement. Let us help you build a tailored plan designed to optimize the distribution phase of your life. Call or stop by any Northfield Bank branch to schedule a no-obligation retirement consultation today.
Northfield Investment Services does not provide tax advice. Please consult your tax advisor for guidance on your particular situation.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Northfield Bank and Northfield Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL Financial and its affiliated insurance agencies offer securities, advisory services, and certain insurance products. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, NJ.
Investment and Insurance Products are:
NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY ANY BANK • MAY GO DOWN IN VALUE
Important Customer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;