Broker Check

Ted Waldron

Ted Waldron

President

781-271-0402
ted.waldron@LFG.com

Discover the Difference

We provide our clients with comprehensive and sound investment advice, and work with an array of money managers, insurance companies, and investment providers. Our complete planning process involves proper estate planning by working with qualified attorneys in the area. At the North Shore Advisory Group, Inc., we look at the ENTIRE financial picture which includes tax reduction strategies, brokerage services, life and long-term care insurance, individual bonds, private real estate investment trusts, and estate planning. Making an informed decision today can help you stay on the right path for the future.

MISSION

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and review a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your financial goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.