CERTIFIED FINANCIAL PLANNER™
Northfield Investment Services (NIS) is pleased to announce that Chad and Clay Bell of the NIS Investment Team obtained their CERTIFIED FINANCIAL PLANNER™ certifications. The designation translates to the ability to discuss NIS clients' full financial picture and provide the highest tier of financial planning benefits.
"We provide a level of service that our clients can count on," said Chad and Clay Bell. "Our focus is organization, accountability and being proactive in uncertain times."
As CERTIFIED FINANCIAL PLANNER™ professionals, Chad and Clay Bell work to understand clients' vision for the future, financial goals, risk tolerance and personal economic situations. The NIS team is committed to recognizing evolving needs and providing a customized asset management plan based on each person or family's best interests.
Together, the Bells have more than 32 years of customer-focused investment service experience. Chad Bell has been with Northfield Investment Services since 2004, and Clay Bell joined the team in 2011.
A division of Northfield Savings Bank, Northfield Investment Services offers access to an extensive range of investment options through Infinex Investments, Inc., including traditional stocks, bonds, mutual funds, annuities, and insurance and long-term care insurance solutions, as well as low-risk and FDIC-insured options.
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 dual 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.