North Light Financial Services

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Description

  • 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 childrens or grandchildrens 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.
  • location

    Headquarters:81 Samoset Street Suite 1, Plymouth, Massachusetts, United States

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  • North Light Financial Services phone

    Phone Number: +1 774-773-3104

  • North Light Financial Services website

    Website: https://www.northlightfinancialservices.com

  • North Light Financial Services employees

    Employees:3

  • North Light Financial Services revenue

    Revenue:$0 - 1M

  • North Light Financial Services legal name

    Legal Name:North Light Financial Services

  • North Light Financial Services's Social Media

    North Light Financial Services linkedin North Light Financial Services facebook North Light Financial Services twitter
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  • |  NAICS Code: 523930  |

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Director, Client Services for North Light Financial Services

Margaret Brook

Director, Client Services

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Margaret Brook

Director, Client Services

Frequently Asked Questions regarding North Light Financial Services

  • Where are North Light Financial Services's Headquarters?

    North Light Financial Services's Headquarters are in 81 Samoset Street Suite 1,Plymouth,Massachusetts,United States

  • What is North Light Financial Services's phone number?

    North Light Financial Services's phone number is +1 774-773-3104

  • What is North Light Financial Services's official website?

    North Light Financial Services's official website is https://www.northlightfinancialservices.com

  • What is North Light Financial Services's Revenue?

    North Light Financial Services's revenue is $0 - 1M

  • What is North Light Financial Services's NAICS code?

    North Light Financial Services's NAICS code is 523930

  • How many employees are working in North Light Financial Services

    North Light Financial Services has 3 employees

  • What is North Light Financial Services's Industry?

    North Light Financial Services is in the industry of Financial Services

  • Who is North Light Financial Services's Director, Client Services?

    North Light Financial Services's Director, Client Services is Margaret Brook

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