Berkowitz & Associates

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'

North Shore Advisory Group, Inc. is a financial planning firm located in Bedford, MA, dedicated to helping individuals and businesses achieve their financial goals. With a proactive approach, they assist clients in understanding the opportunities available to them and develop personalized financial plans to meet their needs. Offering both personal and business financial planning services, North Shore Advisory Group provides a range of resources, including videos, calculators, and articles, to support clients in making informed financial decisions. As registered representatives of Lincoln Financial Advisors Corp., the team at North Shore Advisory Group is licensed in multiple states and offers insurance and investment advisory services. Committed to providing comprehensive financial guidance, they emphasize the importance of evaluating the big picture and regularly reviewing financial plans. While they do not offer legal or tax advice, they encourage clients to seek the assistance of professionals in those areas when making related decisions. North Shore Advisory Group is dedicated to helping individuals and businesses navigate their financial journeys and achieve long-term success.Generated from the website