Financial Planning

In partnership with Coastal Capital Group, LLC

North Shore Bank has established a strategic partnership with Coastal Capital Group, LLC. — a Danvers-based Financial Planning and Retirement Plan Advisory firm with over 35 years of experience. We’re confident that this new collaboration will only enhance our ongoing commitment to helping customers achieve their financial goals and build security.

For the past 35 years, Coastal Capital Group has helped hundreds of individuals, families, business owners, and institutions work toward financial independence. Providing the most personalized service available, the firm has earned a reputation for excellence in their industry. For each client they strive to help create financial stability and security as well as to provide ongoing financial independence.

Coastal Capital Group’s operating philosophy is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions. Employing a "hands-on"‚Äč approach to financial guidance, they’re financial professionals who will do everything in their power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach.

Coastal Capital Group’s Relationship Managers will be available by appointment at all twelve North Shore Bank locations. They will also be available to meet with you at your home, Coastal Capital Group offices, or another mutually convenient location. For more information or to set up an appointment, contact North Shore Bank at 978-573-1300 or get a head start by filling out the following online form.

 NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE
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Investment advisory services offered through Coastal Capital Group, Inc., a Registered Investment Adviser. Coastal Capital Group, Inc., and North Shore Bank are not affiliated

222 Rosewood Drive
2nd Floor Danvers, MA 01923
978-777-3116
coastalcapitalgroup.com