North Light Financial Services

www.northlightfinancialservices.com

We are a leading independent financial planning and financial services firm located in Plymouth, MA. We can help answer questions you have about your financial future, such as: - How much money will I need in order to retire? - Will I be able to retire early? - How can I get the most out of my 401(k)? - Should I have a traditional IRA or Roth IRA? - How can I maximize the return on my investments while reducing risk? - How can I “inflation-proof” my investment income? - How can I provide for my children’s or grandchildren’s college education? - Do I need long-term care insurance? Disability insurance? - How can I ensure that my children receive as much as possible from my estate? - What do I need to know about wills, trusts and probate? Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability. Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world. See us by appointment. Visit us at www.northlightfinancialservices.com. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice.

Read more

Reach decision makers at North Light Financial Services

Lusha Magic

Free credit every month!

We are a leading independent financial planning and financial services firm located in Plymouth, MA. We can help answer questions you have about your financial future, such as: - How much money will I need in order to retire? - Will I be able to retire early? - How can I get the most out of my 401(k)? - Should I have a traditional IRA or Roth IRA? - How can I maximize the return on my investments while reducing risk? - How can I “inflation-proof” my investment income? - How can I provide for my children’s or grandchildren’s college education? - Do I need long-term care insurance? Disability insurance? - How can I ensure that my children receive as much as possible from my estate? - What do I need to know about wills, trusts and probate? Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability. Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world. See us by appointment. Visit us at www.northlightfinancialservices.com. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice.

Read more
icon

Country

icon

State

Massachusetts

icon

Employees

1-10

icon

Founded

1999

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Certified Financial Planner Professional Cfp

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at North Light Financial Services

Free credits every month!

My account

Sign up now to uncover all the contact details