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EP Wealth expands in California with NBS Financial Services

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Summary
Nutrition label

79% Informative

EP Wealth Advisors has purchased NBS Financial Services in Westlake Village , California .

The firm offers financial, tax, estate, retirement, education planning, and investment management services.

Geordie Crossan , who has been with NBS since 1986 and serves as its president, will transition to EP Wealth’s office.

This acquisition represents EP Wealth's fifth partnership in 2025 .

VR Score

78

Informative language

77

Neutral language

47

Article tone

formal

Language

English

Language complexity

57

Offensive language

not offensive

Hate speech

not hateful

Attention-grabbing headline

not detected

Known propaganda techniques

not detected

Time-value

medium-lived

Affiliate links

no affiliate links