Trust: it’s simply how we do business

Every member of our team is focused on providing the highest quality of service to all our clients, at all times. At the heart of our commitment to earn your trust is taking the time to listen and understand your current situation and future goals. Beyond simply providing service, we believe in building long-term relationships and in celebrating your successes with you.

 

Chad Bell

Chad Bell

Certified Financial Planner™ Professional

Chad Bell

PHONE: 802-476-2444
EMAIL: CBell@infinexgroup.com

Learn more about Chad Bell

Experience in investment services: 16 years

NSB employee since: 2004

"I like to think customers choose us because they know we go the extra mile to make sure they are getting the best service and are being offered the right solution."

Clay Bell

Clay Bell

Certified Financial Planner™ Professional

Clay Bell

PHONE: 802-476-2444
EMAIL: Clay.Bell@infinexgroup.com

Learn more about Clay Bell

Experience in investment services: 16 years

NSB employee since:  2011

"It’s a privilege to participate in helping clients reach their financial goals through the many resources available at Northfield Investment Services."

Terry Schroeder

Terry Schroeder

Investment Services Administrator

Terry Schroeder

PHONE: 802-476-2444
EMAIL: TSchroeder@infinexgroup.com

Learn more about Terry Schroeder

Experience in investment services: 8 years

NSB employee since: 1996

"I think customers choose us because of the personal attention, customer service, and smiling faces. Personally, I get great satisfaction from being able to help my co-workers and clients with whatever needs they may have."

Kelley Young

Kelley Young

Investment Services Administrative Assistant

Kelley Young

PHONE: 802-871-4485
EMAIL: Kelley.Young@nsbvt.com

Learn more about Kelley Young

NSB employee since: 2014

"We go the extra mile to help the customer accomplish their financial goals and do so in a caring and compassionate manner."

Securities, advisory services and insurance products are offered by, and Investment Consultants are registered with, INFINEX INVESTMENTS, INC., member FINRA/SIPC, and a Registered Investment Advisor. Investment Consultants are employees of Northfield Savings Bank, a financial institution, and registered with INFINEX INVESTMENTS, INC., a registered broker dealer. Northfield Investment Services is a trade name of Northfield Savings Bank. Northfield Savings Bank is not a broker dealer. Infinex and Northfield Savings Bank are independent entities.

Investment Products are:
Not FDIC insured, not guaranteed by the bank, may go down in value, not insured by any federal government agency, not a deposit.