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Geordie J. Crossan, CFP®

NBS Financial Services, Inc.

340 N Westlake Blvd
Ste 112
Westlake Village, CA 91362
Phone: (805) 497-2497 x236
Fax: (805) 497-3383

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Business Taxes
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.