North Shore Bank

About Baystate Financial Services

Developing an investment strategy is serious business. That’s why North Shore Bank has partnered with Baystate Financial Services – to help steer you through the maze of available investment products and services. Through their broker-dealer, MSI Financial Services (Member SIPC), Baystate Financial will provide you with timely advice on a wide range of investment options.

Their approach includes:

  • Reviewing your current financial circumstances
  • Analyzing your needs and objectives
  • Analyzing your risk tolerance and time horizon and coordinating to make suitable recommendations to help meet your financial goals

They will then implement investment strategies designed to minimize taxes and reduce risk through various risk management techniques.

Their product solutions include:

  • Investment Advisory Portfolios
  • Private Wealth Management Solutions
  • Brokerage Accounts
  • Educational Savings Accounts
  • Retirement Accounts
  • Alternative investments

Contact Us Today

To discuss investment options at North Shore Bank, email  Janice Berner, reach out online or call (781) 876-4111.

For information about Baystate Finacial Services, CLICK HERE

 

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.