North Light Financial Services Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

North Light Financial Services is a small independent financial planning and services firm based in Plymouth, Massachusetts. It offers guidance on a wide range of personal-finance questions, from retirement planning and early retirement feasibility to optimizing 401(k) accounts, IRA choices, and strategies to balance return goals with risk. The firm conducts a holistic assessment of a client’s finances and develops a tailored plan intended to support long-term growth and financial stability, with ongoing oversight as circumstances change.

Within the financial services industry, the firm operates as an independent advisory practice linked to Cambridge Investment Research entities for brokerage and investment advisory services; Cambridge and North Light Financial Services are not affiliated, and Cambridge does not provide tax advice. Located in Plymouth, Massachusetts, the firm emphasizes personal service through a small team, addressing topics such as long-term care and disability considerations, education funding, and estate planning basics, including wills and trusts.

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