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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 are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northfield Bank and Northfield Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Northfield. Investment Services, and may also be employees of Northfield Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Northfield Bank or Northfield Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY • NOT BANK GUARANTEED • NOT BANK DEPOSITS OR OBLIGATIONS •  MAY LOSE VALUE

 

The Northfield Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY and NJ. 

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

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.

ID 1-05027597