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!   

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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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