A smart investment strategy usually begins with a question:
- "Will I be able to retire when I want to?"
- "How can I afford to send my kids to college?"
- "Is my family protected adequately in case something happens to me?"
More importantly, the answers to these questions can often make all the difference in assuring your future financial security. You need to create a comprehensive investment strategy, tailored to your specific needs and goals. Unfortunately the process can be rather daunting. With thousands of investments from which to choose, constant market shifts and the ever-changing tax laws, how can you be sure you’re making the most informed decisions for you and your family?
It is with this in mind that North Shore Bank has partnered with Baystate Financial Services to help provide you with comprehensive investment advice and services.
About Baystate Financial Services
North Shore Bank has partnered with Baystate Financial Services – one of the oldest and largest privately owned financial services firms.
Stocks, bonds, mutual funds — our associates at Baystate Financial can help you wade through the process and develop a comprehensive investment strategy.
We all have to retire at some point but the operative question is “will you be ready?” Luckily, we can help.
Life Insurance and Annuities
We’re committed to your financial security and offer a variety of investment vehicles to help protect you from life’s challenges.
Baystate Financial can assist you in implementing appropriate financial planning solutions to ensure that you are on track to meet your goals.
Estate planning can help transfer your assets to your beneficiaries efficiently and with minimal tax consequences.
North Shore Bank is not affiliated with MSI Financial Services, Inc. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. Securities and investment advisory services offered through MSI Financial Services, Inc. (Member SIPC) and a registered investment advisor. Products and services made available through MSI Financial Services, Inc. are not FDIC/NCUSIF insured, not a condition of any bank service, not a deposit product, no bank/credit union/affiliate guarantee, no guarantee of insurance underwriter performance, may lose value, and the bank cannot condition an extension of credit on the purchase of an annuity or insurance product for the bank itself or one of its affiliates. L1016481624[exp0317][MA]