North Light Financial Services Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

We are a leading independent financial planning and financial services firm located in Plymouth, MA.

We can help answer questions you have about your financial future, such as:

- How much money will I need in order to retire?
- Will I be able to retire early?
- How can I get the most out of my 401(k)? 
- Should I have a traditional IRA or Roth IRA? 
- How can I maximize the return on my investments while reducing risk? 
- How can I “inflation-proof” my investment income? 
- How can I provide for my children’s or grandchildren’s college education? 
- Do I need long-term care insurance? Disability insurance? 
- How can I ensure that my children receive as much as possible from my estate? 
- What do I need to know about wills, trusts and probate? 

Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability. 

Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world.

See us by appointment. Visit us at www.northlightfinancialservices.com.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice.

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