Investment Advisory Services - Northfield Savings Bank, Vermont

		FAQs

To assist you with the investment portion of your financial strategy, Northfield Savings Bank has formed a unique partnership with UVEST Financial Services. Through this partnership, you have access to a broad range of investment options, including stocks, bonds, mutual funds, annuities, the anytime convenience of online trading services and more.

UVEST is a registered broker-dealer offering a wide range of investment services through financial services providers since 1982. UVEST, a FINRA/SIPC member firm, supports more than 300 community banks across the U.S. and represents over $16 billion in assets under management.

Contact our Investment Consultant today!

Chad Bell

As a native Vermonter and trained financial consultant, Chad focuses on working with individuals, families, business owners, and corporations, helping them decide upon and reach their financial goals. His practice coordinates investments with other important decision areas such as: budgeting and cash management, retirement planning, education funding, disability/life protection, and estate planning.

Call Chad today to schedule your financial review at (800) NSB-CASH ext. 2444 or email him at Chad.Bell@Uvestmail.com.

Many Options to Meet Your Needs

A comprehensive package of services and investment products is available to meet your needs. From high-yield brokered CDs to professional money managment, the choices are endless. Chad will work closely with you to determine the products and services that best fit your financial situation and goals.

Supporting Your Business Success

In today’s increasingly competitive business world, it is important for business owners to seek an advantage in everything they do, including obtaining financial advice. We offer a full range of services and products designed specifically for companies and their owners. From valuable employee benefits, such as pensions and life insurance, to the investment of profits for future growth, Chad works closely with businesses, large and small, to support their success.

Online Trading Service

NSB and UVEST now offer you the power of investing online when you want anytime -- 24-hours-a-day, 365 days a year. If you're comfortable making your own investment decisions, and you want to take advantage of low trading fees, you may wish to try this service. Through NSB and UVEST you now have online access to:

Trading stocks, bonds, mutual funds
Obtaining stock quotes, stock market research
Accessing your account balances, account activity, and much more.

Check out an online demo, or access your discount brokerage account by clicking here.

More Questions?

Read our Frequently Asked Questions, or contact our Investment Consultant.

Securities, advisory services and insurance products are offered by and Investment Consultants are registered with UVEST Financial Services and its affiliates, member FINRA/SIPC and a SEC registered investment advisor. Our investment consultants are dual employees of Northfield Savings Bank, a financial institution, and registered with UVEST Financial Services - registered broker dealer. Northfield Savings Bank is not a broker dealer. UVEST and Northfield Savings Bank are independent entities.
Not FDIC Insured	Not Bank Guaranteed	Not Insured by any Federal Agency	Not a Bank Deposit	May Lose Value