North Branch Financial Services

Welcome to North Branch Financial Services, your locally owned independent full-service investment firm. We are proud to offer a true alternative to limited banking products, proprietary insurance company programs, and the "you're too small" big broker attitude. Our firm has been providing financial strategies to clients for over 20 years, and our team of experienced professionals is dedicated to helping you pursue your financial goals.

Our team, consisting of William Beers and Derek Gowan, works collaboratively to provide comprehensive financial strategies for our valued clients. We understand that every client is unique, and we take the time to learn about your particular situation and financial objectives. We offer strategies for wealth accumulation, distribution, and preservation, and we strive to provide the highest level of service and support to our clients.

At North Branch Financial Services, we are committed to helping you make informed investment decisions. We offer a range of investment options, including stocks and stock mutual funds, and we work closely with our clients to develop an investment strategy that is tailored to their specific needs. We believe that education is a critical component of investment success, and we offer a variety of resources to help our clients stay informed and up-to-date on the latest market trends and investment strategies.

Our Services

At North Branch Financial Services, we offer a range of services designed to help you pursue your financial goals. These services include:

• Investment Services: We offer a range of investment options, including stocks, stock mutual funds, and more. Our team of experienced professionals will work with you to develop an investment strategy that is tailored to your specific needs and goals.
• Financial Planning: We offer comprehensive financial planning services designed to help you create a roadmap to your financial future. Our team of experts will work with you to identify your financial goals and develop a plan to help you achieve them.
• Retirement Planning: We understand that retirement planning is a critical component of your overall financial strategy. Our team of experts will work with you to develop a retirement plan that is tailored to your specific needs and goals.
• Estate Planning: We offer estate planning services designed to help you protect your assets and ensure that they are distributed according to your wishes. Our team of experts will work with you to develop an estate plan that is tailored to your specific needs.

About LPL Financial

North Branch Financial Services is affiliated with LPL Financial, a leading financial services firm. LPL Financial provides a range of resources and support to our team, including research, compliance, and technology. As a registered investment advisor, LPL Financial is committed to helping investors achieve their financial goals.

Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.