Kevin M. Tierney, Sr., President and Chief Executive Officer of North Shore Bank, recently announced a strategic partnership with Coastal Capital Group, Inc. – a Danvers-based Financial Planning and Retirement Plan Advisory firm with over 35 years of experience. This collaboration is intended to enhance North Shore Bank’s ongoing commitment to helping customers achieve their financial goals and build security.
This partnership will be extremely beneficial for our customers. By providing personalized financial planning services through Coastal Capital Group, we have an opportunity to empower the community to improve their financial independence.” He went on to say, “We feel very fortunate to be able to partner with such a purpose-driven organization.
In line with North Shore Bank’s principles, Coastal Capital Group partners with individuals, families and business owners to create and implement a plan for their financial life. Their foundational approach provides a level of understanding and ownership that places the client in control.
According to Jim Horrocks, Chief Executive Officer of Coastal Capital Group:
We empower people to assert predictability and control over their daily finances to strengthen their financial foundation.” He continued, “This philosophy is the core of everything we do at Coastal Capital Group.
Coastal Capital Group’s Relationship Managers will be available by appointment at all twelve North Shore Bank locations during normal banking hours. Relationship Managers will also meet with customers at their homes, Coastal Capital Group offices, or another mutually convenient location. For more information or to set up an appointment, contact North Shore Bank at 978-573-1300 during normal operating hours.