North Shore Bank

Coastal Capital Group logo

Investment advisory services offered through Coastal Capital Group, Inc., a Registered Investment Adviser.  Coastal Capital Group, Inc., and North Shore Bank are not affiliated

 

222 Rosewood Drive
2nd Floor
Danvers, MA 01923
978-777-3116

coastalcapitalgroup.com

Our Process

Plan Differently.

We believe the financial advice industry focuses on the wrong things.  Most providers attempt to solve your needs by emphasizing financial products and investment returns.  At Coastal Capital Group, we focus on empowering you instead.  By teaching you how to assert maximum control over your daily financial habits, we help you build and strengthen your foundation, first.  Then we consider other solutions that can supplement the important work you’re doing in your day-to-day life.

Working with Coastal Capital Group, YOU are the primary influencer of your financial outcomes, not the markets.

Here are the 6 essential areas to Coastal Capital Group’s foundational approach:

  • Spending
  • Saving
  • Investing
  • Estate Planning
  • Risk Management
  • Tax Optimization

Coastal Capital Group’s Relationship Managers will be available by appointment at all twelve North Shore Bank locations. Relationship Managers will also meet with customers at their homes, Coastal Capital Group offices, or another mutually convenient location. For more information or to set up an appointment, contact North Shore Bank at 978-573-1300 or get a head start by filling out the following online form.

 NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE