Brisbois Capital Management

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

David P. Merkel, CPA, is a full-service CPA firm located in Woburn, MA, offering a comprehensive range of services tailored for business owners, executives, and independent professionals. Known for their affordable rates and friendly approach, the firm prides itself on delivering personal and professional attention to each client. The firm specializes in various services, including tax preparation, financial planning, payroll solutions, and business consulting. With a commitment to efficiency and discretion, David P. Merkel, CPA, aims to help clients manage their finances effectively while achieving their financial goals. Generated from the website