North Shore Capital Planning
Financial ServicesLouisiana, United States2-10 Employees
North Shore Capital Planning is a financial services firm based in Slidell, Louisiana, that helps individuals take a proactive, informed approach to their personal finances. The firm emphasizes education on the basics of insurance, investing, retirement, estate planning, and wealth preservation to illuminate opportunities, potential rewards, and the pitfalls that can hinder financial goals. It provides access to market performance data and maintains relationships with a network of financial services providers so clients can obtain products and services even when they are not offered in-house. Led by CEO Nick Randazzo, the organization operates with a small professional team focused on guiding clients through retirement planning and other financial goals.