In today's complex financial marketplace, it is important to find a financial advisor who best fits your specific needs. An independent LPL financial advisor will seek to understand your goals and plans, then work with you to find the appropriate strategies that fit with your life. We offer a wide range of services to our clients.
Educating our clients is our goal as it helps them invest with confidence, knowing that years of knowledge and hard work went into our financial recommendations. Is it time to develop a lifelong financial relationship you can trust and depend on for your personal, family, and business financial needs?
Educating our clients is our goal as it helps them invest with confidence, knowing that years of knowledge and hard work went into our financial recommendations. Is it time to develop a lifelong financial relationship you can trust and depend on for your personal, family, and business financial needs?
Services
In today's complex financial marketplace, it is important to find a financial advisor who best fits your specific needs. An independent LPL financial advisor will seek to understand your goals and plans, then work with you to find the appropriate strategies that fit with your life. David has been providing financial strategy and money management services since 1994.
Financial planning and goal setting doesn't have to be difficult. It can be a rewarding process that matches your goals with strategies designed with an objective to achieve them. Our firm's value lies in guiding you in pursuit of these goals while responsibly managing your money. We provide custom portfolios using a combination of stocks, bonds, and mutual funds.
Nesbitt Financial Services has been a dependable part of the community and surrounding area since opening its Bath, NY office in 2000. Our passion lies in your success. As independent financial professionals, we don't have products to push or shareholders demanding results. Advice is professional, objective, and in your best interest.
We know that today, more than ever, there is an overwhelming amount of financial information available. Our events are solely educational, no products or services will be offered, and there is no obligation. We encourage you to join us for one of our upcoming educational events to get informed and stay educated.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Nesbitt Financial Services makes no representation as to the completeness or accuracy of information provided at these sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
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