Over the years you have developed trusted, long lasting relationships with your clients. We understand and respect the importance of these relationships, and recognize the relationship risk you retain when referring existing clientele, or collaborating with new advisors to accomplish client goals
At NBS we wish to support you in your endeavor to provide clients with professional, knowledgeable client focused service. We understand your client’s complex and ever changing financial needs, with a seemingly infinite array of financial approaches to choose from, we will work with you to develop a plan that is every bit as individualized as your client.
By collaborating with us you can ensure that your recommendations are aligned with the client’s prioritized goals. As an accounting professional you can use your relationship with NBS to expand and enhance existing and future client relationships, allowing for higher rates of client retention, and feel comfortable and confident in using our advisors as trusted resources.