Investment Services

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.

Investing

Stocks, bonds, mutual funds — our associates at Baystate Financial can help you wade through the process and develop a comprehensive investment strategy.

Retirement Planning

We all have to retire at some point but the operative question is “will you be ready?” Luckily, we can help.

Life and Disability Insurance

We’re committed to your financial security and offer a variety of investment vehicles to help protect you from life’s challenges.

Financial Planning

Baystate Financial can assist you in implementing appropriate financial planning solutions to ensure that you are on track to meet your goals.

Estate Planning

Estate planning can help transfer your assets to your beneficiaries efficiently and with minimal tax consequences.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE. Members SIPC. Bank officers are not officers of MML Investors Services, LLC.