We believe the financial advice industry focuses on the wrong things. Most providers attempt to solve your needs by emphasizing financial products and investment returns. At Coastal Capital Group, we focus on empowering you instead. By teaching you how to assert maximum control over your daily financial habits, we help you build and strengthen your foundation, first. Then we consider other solutions that can supplement the important work you’re doing in your day-to-day life.
Working with Coastal Capital Group, YOU are the primary influencer of your financial outcomes, not the markets.
Here are the 6 essential areas to Coastal’s foundational approach:
Coastal Capital Group’s Relationship Managers
- Estate Planning
- Risk Management
- Tax Optimization
will be available by appointment at all twelve North Shore Bank locations. Relationship Managers will also meet with customers at their homes, 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