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Our financial planning process is easy and confidential. There are six steps that establish a baseline for your financial well-being for years to come.

    • We review your overall personal financial situation, past and present to discover your financial objectives.
    • We help you set your priorities for the future — education costs, retirement, or wise investments.
    • We help you determine the degree of risk you are comfortable with when it comes to your money. Risk is balanced against your desire to make your money grow over time.
    • We identify the resources you will need to meet your goals and outline a systematic program to enable you to meet tomorrow’s objectives.
    • We offer solutions for reaching your goals by making recommendations of the types of financial investments more suitable to your needs.
    • We help you monitor and update plan recommendations annually.

Busy lifestyles and multiple priorities make successful investing more challenging than ever. In this complex and ever changing financial marketplace, it is important to take a team approach to pursuing financial independence.

With the experience of your Northfield Investment Services representative and the convenience of a full-service investment firm at your command, pursuing financial independence can be more than just a dream. We’re ready to help you turn your financial goals into a reality.

Beginning an investment program is easy. Simply visit or call any Northfield branch to schedule a no-obligation consultation with a Northfield Investment Services representative and take the first steps toward creating a more secure financial future.

 


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.

Please click here to view the LPL Financial's Privacy Policy.

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;

  • Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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