Trusted Financial Advisor

Mr Geordie J Crossan CFP

Mr Geordie J Crossan CFP

NBS Financial Services Inc

340 N Westlake Blvd, Suite 112 Westlake Village, CA

90% Trust Score
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Compensation
None Provided
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Life Transitions, Retirement Income Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor