What is NBS Financial Services, Inc.'s NAICS code?

NBS Financial Services, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Gathering insights about NBS Financial Services, Inc.…

Similar companies to NBS Financial Services, Inc.

NBS Financial Services, Inc. Tech Stack

NBS Financial Services, Inc. uses 8 technology products and services including cdnjs, RSS, Linkedin Sign-in, and more. Explore NBS Financial Services, Inc.'s tech stack below.

cdnjs
Content Delivery Network
RSS
Content Management System
Linkedin Sign-in
Identity Verification
spin.js
Javascript Frameworks
MooTools
Javascript Frameworks
Pikaday
Javascript Libraries
reCAPTCHA
Security
HSTS
Security

Media & News

EP Wealth Advisors, LLC acquired NBS Financial Services, Inc. on Apr 1st '25.
In April this year, EP Wealth Advisors strengthened its regional footprint with the purchase of NBS Financial Services for an undisclosed sum.
Dec 17, 2025 | www.privatebankerinternational.com

NBS Financial Services, Inc.'s Email Address Formats

NBS Financial Services, Inc. uses at least 1 format(s):

NBS Financial Services, Inc. Email Formats	Example	Percentage
First@nbscompanies.com	John@nbscompanies.com	67%
Last@nbscompanies.com	Doe@nbscompanies.com	33%

Frequently Asked Questions

Where is NBS Financial Services, Inc.'s headquarters located?

NBS Financial Services, Inc.'s main headquarters is located at 340 North Westlake Boulevard Suite 112 Westlake Village, California United States. The company has employees across 3 continents, including North AmericaAfricaOceania.

What is NBS Financial Services, Inc.'s phone number?

You can contact NBS Financial Services, Inc.'s main corporate office by phone at

+1-805-497-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is NBS Financial Services, Inc.'s official website and social media links?

NBS Financial Services, Inc.'s official website is nbscompanies.com and has social profiles on LinkedIn.

What is NBS Financial Services, Inc.'s SIC code NAICS code?

NBS Financial Services, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does NBS Financial Services, Inc. have currently?

As of June 2026, NBS Financial Services, Inc. has approximately 4 employees across 3 continents, including North AmericaAfricaOceania. Key team members include Client Relationship Manager: J. B.Financial Executive: P. J.. Explore NBS Financial Services, Inc.'s employee directory with LeadIQ.

What industry does NBS Financial Services, Inc. belong to?

NBS Financial Services, Inc. operates in the Financial Services industry.

What technology does NBS Financial Services, Inc. use?

NBS Financial Services, Inc.'s tech stack includes cdnjsRSSLinkedin Sign-inspin.jsMooToolsPikadayreCAPTCHAHSTS.

What is NBS Financial Services, Inc.'s email format?

NBS Financial Services, Inc.'s email format typically follows the pattern of First@nbscompanies.com. Find more NBS Financial Services, Inc. email formats with LeadIQ.

NBS Financial Services, Inc.

Q: How many employees does NBS Financial Services, Inc. have currently?

NBS Financial Services, Inc. has approximately 4 employees.

Q: What technology does NBS Financial Services, Inc. use?

NBS Financial Services, Inc.'s tech stack includes RSS, AddToAny, Pikaday, Video.js, jQuery UI.

Financial ServicesCalifornia, United States2-10 Employees

NBS Financial Services, Inc. operates in the financial services industry as a fee-based Registered Investment Advisory (RIA) firm led by CFP certification. Based in Westlake Village, California, the firm emphasizes risk-managed, tax-efficient, and low-expense investment portfolios designed to help clients pursue specific financial goals while providing comprehensive wealth management for individuals in the Los Angeles area. The organization positions itself as fiduciaries, balancing client interests with investment decisions, and has a long-standing leadership presence through its president, Geordie Crossan, who has worked in the firm since the mid-1980s. A recent development noted in industry news is the acquisition of NBS Financial Services, Inc. by EP Wealth Advisors in 2025, which expands EP Wealth’s regional footprint.

Company Overview

Headquarters: 340 North Westlake Boulevard Suite 112 Westlake Village, California United States
Phone number: +1-805-497-****
Website: nbscompanies.com
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Employees: 2-10