Firm Profile

Meeting Business Needs...

When you're starting a new business or even maintaining an established business, you face unique financial problems. No one understands that more than a fellow businessman. Which is why North Shore Financial Services Company is the choice of so many local establishments.

At North Shore Financial Services, we specialize in serving private companies, so we know what it takes to solve the problems you face. From financial consulting, retirement planning and employee benefits (including health and medical plans), to tax planning and preparation, we provide the personal service and attention required to meet the specific needs of your business.

Meeting Individual Needs...

The goal of North Shore Financial Services is to maintain the highest level of service. We know that every situation, big or small, requires personal attention and in-depth analysis. That's why we give individual clients the same effort and dedication that we give our largest corporate clients. That commitment to service is the reason our investment counseling, estate analysis and other individual services are becoming so highly regarded.