NBS Financial Services, Inc. Email Format
Financial ServicesCalifornia, United States2-10 Employees
NBS Financial Services, Inc. operates in the financial services industry as a fee-based Registered Investment Advisory (RIA) firm led by CFP certification. Based in Westlake Village, California, the firm emphasizes risk-managed, tax-efficient, and low-expense investment portfolios designed to help clients pursue specific financial goals while providing comprehensive wealth management for individuals in the Los Angeles area. The organization positions itself as fiduciaries, balancing client interests with investment decisions, and has a long-standing leadership presence through its president, Geordie Crossan, who has worked in the firm since the mid-1980s. A recent development noted in industry news is the acquisition of NBS Financial Services, Inc. by EP Wealth Advisors in 2025, which expands EP Wealth’s regional footprint.
1-888-653-2347 
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