North Shore Bank

Financial Planning

Do you have a trusted advisor when

you're uncertain about financial issues?

Well we certainly believe you should and that’s why North Shore Bank has teamed with Baystate Financial Services.

They will assist you in preparing your financial plan, explore and analyze your financial goals and objectives and present alternatives for your consideration. They will educate you about the implications of selecting a particular alternative and assist you in implementing appropriate financial planning solutions to ensure that you are on track to meet your goals.

Baystate Financial’ s investment and tax planning services will provide direction and meaning to your financial decisions. They will help you to consider the effects of financial decisions and investments on short and long-term life goals, so that you can adapt more easily to life changes and feel more secure that your goals are on track.

They are committed to establishing and maintaining a confidential relationship with you, which is based on mutual trust and respect. They will always act in your best interests to recommend and implement goal-specific solutions. They will listen carefully to your financial concerns and help you find the answers to your questions and get your finances in order.

Whatever your needs, choosing to work with us as your financial planning team can be a pivotal step in securing your financial future.

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.