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Our Company

Personal Service, Conservative Advice

Norton Financial is committed to your financial success. We take a conservative and comprehensive approach to helping you pursue your personal definition of financial well-being. We believe that a thorough understanding of your current financial situation, your goals, your values and your risk tolerance is the key to making well informed decisions. We take the time to get to know you and help you carefully navigate through the ever-changing financial markets.

Our Mission

Our mission is to build a strategy designed to help you protect your assets for retirement and successfully transfer your wealth to loved ones or meaningful charities. To accomplish this, we specialize in taking steps to help you minimize risk by:

  • Creating sophisticated retirement,financial planning and asset management strategies
  • Tracking and communicating trends
  • Seeking innovative methods to address your complicated financial needs

Building Trusted Relationships

Our relationship with you will be based on honest, open dialogue; mutual, ongoing trust and respect; and a dedication to helping you succeed.

As a client, you will benefit from our:

  • Innovative technology
  • Comprehensive industry research
  • Objective guidance

Partnering for Your Success

We also partner with a team of attorneys, CPAs and other financial professionals who can be relied upon should you need their expertise. Because we strive to help you meet all of your retirement needs, we coordinate the activities of these professionals to give you clarity and confidence in your financial future.

We have established an environment where your best interests come first, and family, integrity and honesty are highly valued.

If you could benefit from our firm’s stability, loyalty and independence, we invite you to Contact Us.