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

For more information or to discuss your investment options please contact our Financial Representatives,
Janice Berner or George Ellison Jr..

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]