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Northfield Investment Services - Wealth Management

If you are like most Americans, you are probably wondering how much money you will actually need to retire comfortably.

You’ve probably heard the old adage: “If you don’t know where you’re going, any road will get you there.” While that may be a pleasant way to take a vacation, it could lead to considerable uncertainty when it comes to your financial future.

The Financial Planning Process

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.

  1. We review your overall personal financial situation, past and present to discover your financial objectives.
  2. We help you set your priorities for the future — education costs, retirement, or wise investments.
  3. 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.
  4. We identify the resources you will need to meet your goals and outline a systematic program to enable you to meet tomorrow’s objectives.
  5. We offer solutions for reaching your goals by making recommendations of the types of financial investments more suitable to your needs.
  6. 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 achieving financial independence.

With the expertise of your Northfield Investment Services representative and the convenience of a full-service investment firm at your command, achieving 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 and take the first steps toward creating a more secure financial future today.

 

About LPL Financial

Northfield Bank offers investment services through LPL Financial. LPL Financial is a leading broker-dealer working together with highly respected banks and independent Investment Professionals serving clients nationwide.

LPL offers an extensive range of powerful investment choices, including: Stocks & Bonds, Mutual Funds, Fixed & Variable Annuities, Retirement Planning for Individuals and Businesses and College Savings Plans.

 


Investment Services offered through LPL Financial Corporation. LPL Financial, member FINRA, SIPC is not affiliated with Northfield Bank. 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 provoide 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.

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Investment and Insurance Products are:

NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY 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;

  1. 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.
  2. 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.