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Financial Planning

The pace and complexity of managing money in today’s world may leave some people unprepared to achieve a successful financial future. Fortunately, Northfield Investment Services has a simple and confidential process for developing a well-prepared financial plan.

After first carefully reviewing your personal financial situation and objectives, we determine what your priorities should be. This guides our discussion with you about the degree of risk you are comfortable with regarding your money. Once we have this conversation, we know what resources and solutions you need from us. Finally, we help monitor and update your plans yearly and never lose sight of your goals.

Our Northfield Investment Services representatives and the convenience of a full-service investment firm at your command are here to bring your visions to life. To start your financial-planning journey, simply visit or call any Northfield branch to schedule a no-obligation consultation with a representative.

Check the background of investment professionals associated with this website on FINRA's BrokerCheck.

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LPL Financial Form CRS

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.

Northfield Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

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