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NBS Financial Services, Inc. Employee Directory

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.

Find NBS Financial Services, Inc. employees' phone numbers or email addresses

NBS Financial Services, Inc. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Africa
1

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  • Tunisia
    1

Oceania
1

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  • Australia
    1

NBS Financial Services, Inc.'s Leadership

  • Stylized image of a person
    J. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. J.
    Financial Executive
    Phone icon
    Mobile Phone

NBS Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from NBS Financial Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    P. J.
    Financial Executive
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is NBS Financial Services, Inc. known for?

Minus sign iconPlus sign iconNBS Financial Services, Inc. operates in the Financial Services industry. The company's main headquarters is located in 340 North Westlake Boulevard Suite 112 Westlake Village, California United States; you can contact the main corporate office by phone at
+1-805-497-****
. Explore NBS Financial Services, Inc.'s company overview page for more information.

What is NBS Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconNBS Financial Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NBS Financial Services, Inc. email formats with LeadIQ.

How many employees does NBS Financial Services, Inc. have currently?

Minus sign iconPlus sign iconNBS Financial Services, Inc. has approximately 4 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaOceania.

Who are NBS Financial Services, Inc.'s key employees and leadership?

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As of June 2026, NBS Financial Services, Inc.'s key employees include:

  • Client Relationship Manager: J. B.
  • Financial Executive: P. J.

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