Rockport Local DirectoryProvided by Our Local Spotlight

North Shore Investments & Insurance Planning

Financial advisor

North Shore Investments & Insurance Planning

Retirement planning strategies for individuals and couples4 Lattof Farm Circle, Rockport, MA

Free estimates
Free initial consultation

Call (978) 546-2636 Website Directions

About North Shore Investments & Insurance Planning

The story

North Shore Investments & Insurance Planning focuses on retirement planning for individuals and couples at all income levels. The firm offers customized strategies covering retirement planning, income strategies for guaranteed lifetime income, insurance reviews, tax planning, estate planning, employee benefits, investment strategies and long-term care planning.

The firm works by phone or in person, and an initial conversation about your circumstances and retirement goals carries no cost or obligation. Its business address is 4 Lattof Farm Circle in Rockport, Massachusetts. The website also publishes a monthly retirement newsletter and posts articles on topics such as Social Security timing and retirement account types.

What they offer

Services & specialties

Retirement Planning
Income Strategies
Insurance Reviews
Tax Planning
Estate Planning
Employee Benefits
Investment Strategies
Long-Term Care Planning

Gallery

A look inside

North Shore Investments & Insurance Planning photo 1

Before you go

Good to know

What does North Shore Investments & Insurance Planning offer?: North Shore Investments & Insurance Planning is a financial advisor in Rockport, MA. Services include retirement planning, income strategies, insurance reviews, tax planning, estate planning, employee benefits, investment strategies and long-term care planning. Free estimates and Free initial consultation.
Where is North Shore Investments & Insurance Planning?: 4 Lattof Farm Circle, Rockport, MA 01966.
How do I contact North Shore Investments & Insurance Planning?: Call (978) 546-2636 or visit nshoreinvestments.com.

More local favorites

Golf course · Rockport, MA

Rockport Golf Club

Nine-hole course with ocean views at Cape Ann

Seafood restaurant · Rockport, MA

Roy Moore Lobster Company

Fresh cooked lobster and lobster rolls on Bearskin Neck

Explore more in Rockport

Financial advisors Seafood Golf

For local business owners

Own a business in Rockport? Put it in the spotlight.

Listing your business here is free. Featured is $49 a month:

Top of your category
No competitors on your page
Leads sent straight to your inbox

Add or claim your business What Featured includes Run the community postcard for Rockport

Call Directions Website