Investment Services

Investment Advisory Services – To provide investment advice on the implementation of investment plans with objectives defined by the client through the financial planning process. Client retains account discretion. This service is optional upon competition of a financial plan and is billed as a percentage of assets under management. Nutfield Financial Services Ltd. Is a Registered Investment Advisor, registered in NH, and MA.

Brokerage Services – Capability to implement purchases and sales of securities, through Investors Capital Corporation, including but not limited to stocks, bonds, mutual funds to facilitate the implementation of your financial plan. With a focus on the long term investor and not the short term trader.

Banking Services – Checking, Money Market, CD’s, etc. are offered to our clients through Everbank, Member FDIC. All deposits are Federally Insured.