Broker Check

At the North Shore Advisory Group, Inc., we look at the ENTIRE financial picture which includes tax reduction strategies, investment planning, life and long-term care insurance, alternative investments for qualified investors, and estate planning. Making prudent decisions today can help you stay on the path toward the future.


Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.