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
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]