NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.

Overview

Nazelrod & Associates Financial Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Beyond its RIA activities, the business also operates in roles typical of a multi-licensed advisory practice: registered representative of a broker-dealer, insurance broker, and accountant. Its advisory work emphasizes financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

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Public Holdings

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Location & Offices