Investment Services
 

At NBRS Financial Bank we are committed to helping our clients turn their aspirations and financial dreams into realities.  Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better—your family, your business, your financial goals, and your investment needs—so that we can provide you with personalized service and customized investment strategies that will help to ensure you stay on track to meet your long term objectives.

Through our strategic alliance with Aventine Asset Management, headquartered in North East, Maryland,  they help you through a planning and investing process that recognizes the impact of life events, changes in one’s financial plan, and the necessity of minimizing risk.  As your needs evolve over time, they stand ready to assist you every step of the way.  Whether you’re just starting out in a new business or starting a new family, changing careers or selling a business, receiving an inheritance or approaching retirement, they can help you make appropriate decisions regarding your investments that will help you stay on track to meet your goals. 

To discover how we can help, we invite you to request a complimentary financial analysis which includes a risk profile analysis, a retirement income analysis, and an asset allocation and investment portfolio analysis.  Ronald A. Sexton II – President & Founder of AVENTINE Asset Management – can be reached by telephone at (410) 287-7679, by e-mail at ronald.sexton@cfnmail.com or through your local branch office of NBRS Financial Bank. He is located at 111 South Main Street, Suite 200 in North East, Maryland. 

Products & Services

• Stocks, Bonds, Mutual Funds, and Annuities (Fixed and Variable)*

• Universal, Whole, and Term Life Insurance

• Long-Term Care Insurance

• Individual Retirement Accounts (IRAS) and Business Retirement Plans

• Estate Accounts

• Trust Administration Services

• Endowment Fund and Private Asset Management

• Comprehensive Financial Planning*

• Estate, Legacy, and Charitable Gift Planning

• Retirement, Education, and Tax Planning

• Business Succession and Stock Option Planning

• Risk Management Strategies

NBRS Financial Bank and AVENTINE Asset Management are independent entities.

*Securities and advisory services offered through Commonwealth Financial Network, Member FINRA / SIPC a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of DE, FL, GA, MA, MD, NC, NJ, and PA.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.