NBS Connect

Get Organized, Increase your Financial Knowledge, and Stay on Track!

NBS connect makes it easier than ever to get organized, increase your financial knowledge, and stay on track to reach your important financial goals. The more information you enter, and more accounts you connect in your organizer, the clearer your financial picture appears.  You'll be able to see everything you own, all up to date, and all in one place, right on your personal financial website. If you want to find out if you're on target to reach important financial goals, like saving for retirement, or saving for your children's education, click on your personal financial workshop, and in just a few minutes you will see where you are, where you need to be, and options to help you get there. Do you want to learn more about personal finance? Visit your new education center where you'll find videos and articles to help increase your financial knowledge.

NBS Connect gives you the tools to connect with everything you own, so you will know exactly what everything is worth. Those who know fare far better than those who don’t!

NBS Connect Whereever You Are, Whenever You Need It!

We live in a mobile world, when you have questions you use your smart phone to get immediate answers. The same is true when you have important financial questions, your personal financial mobile website provides you with anywhere access to view your most up-to-date account balances all on one page! See what you're spending and what you're spending it on. Track your progress towards saving goals. Get updated on your investments and holding details, and access important financial and personal documents. So no matter where you go answers to your important financial question are always accessible. You can even use our bookmark icon for quick access to your personal financial mobile website right from your smart phones launch-pad. Whether it's in person, or by phone, online or on the go, we are here to help! Give us a call to learn more about our mobile services.

NBS Connect, Security You Can Count On.

Our NBS Connect Wealth Management System employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365. Comprehensive security protection measures include password protection; secure socket layer encryption, firewalls, intrusion detection, audits, inspections, and more. You can be confident that you important information is safe and secure.

See the informational security video for more information!   

Attorney’s

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, an intimate, in-depth understanding of a client’s situation is necessary to ensure that the most beneficial approach is utilized to meet client goals.

Our CFP®’s are always seeking to build and expand a network of trusted advisors such as yourself from which they can feel confident exchanging referrals of current and future clientele. In the past our advisors have collaborated with attorneys in the areas of family wealth planning, estate planning, and post-marriage income planning.

CPA<sup>&reg;</sup>’s & Accountants

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.

Enewsletter

Welcome! Please input your email address in the box below to begin receiving periodic email newsletters from NBS Financial Services. Our e-newsletter covers timely financial news and planning strategies you can put to use. You will be able to unsubscribe at any time, and this service is free. Please let us know if you enjoy receiving the email updates and if there are any topics you'd like us to cover.

Enewsletter Sign Up

Welcome! Please input your email address in the box below to begin receiving periodic email newsletters from Dockside Wealth Advisors. Our e-newsletter covers timely financial news and planning strategies you can put to use. You will be able to unsubscribe at any time, and this service is free. Please let us know if you enjoy receiving the email updates and if there are any topics you'd like us to cover.

eNewsletter Signup

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Company Info

NBS Financial Services, Inc.
340 N Westlake Blvd. Suite 112
Westlake Village, CA 91362
805-497-2497
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