The Guru Tax & Financial Services

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

McCurdy Andrew Investments, located in Sturbridge, MA, is dedicated to helping clients make informed financial decisions to achieve financial security. Their client-first approach, characterized by a seven-step Proven Process, ensures a thorough understanding of each client's financial situation and goals. Offering a range of services including retirement action plans, college planning, and various insurance products, McCurdy Andrew Investments aims to turn financial dreams into reality. The team is committed to upholding the highest standards of integrity and professionalism in all client interactions. Generated from the website

Graham Shepherd is a full-service CPA firm located in the heart of Massachusetts. We pride ourselves on our ability to provide timely, efficient, and exemplary personal service to each client. We offer a broad array of services, delivered by a diverse group of talented, experienced and highly-educated individuals.