Investment Services
You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends on the decisions you make today. When you take the time to build a financial plan, you are taking the first step toward achieving your goals, and we will be there with you every step of the way.
Call today to schedule your complimentary consultation.
James Pierotti
Financial Advisor
Why Invest with Advisors at North Easton Investment Services?
Plan ahead: For education, for retirement or for your legacy.
Meet with an advisor to help you find the best options for your unique circumstances.
Discover new opportunities to work toward your goals faster.
Why Invest?
Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving the retirement you have dreamed of. It could help maximize the chances of meeting the objectives in your financial plan that are appropriate and it could address your financial goals. Regardless of the state of your current financial picture, it’s always a good idea to review your financial plan and understand how it relates to your financial goals and be aware of the options you can take that can help your financial well-being.
Why have a financial advisor?
Having the support and knowledge of a Financial Advisor may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the process and navigate you through the steps you should be taking that best align you to reach your financial goals. You may even discover new opportunities that you didn’t think of or better understand the ones you do have and how you can improve them to better fit your specific needs.
North Easton Investment Services Offers Access to:
- Financial Planning
- Fixed Income
- Retirement Planning
- Insurance & Annuities
- Private Asset Management
- Education Planning
- Alternative Investments
- Global Wealth Services
- Legacy Planning
Resources:
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Disclaimer
Securities are offered through LPL Financial (LPL), a broker/dealer (member FINRA/SIPC). Investment advice offered through Flagship Harbor Advisors, a registered investment advisor and separate entity from LPL Financial. Insurance products are offered through LPL or its licensed affiliates. North Easton Savings Bank and North Easton Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name North Easton Investment Services, and may also be employees of North Easton Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, North Easton Savings Bank or North Easton Investment Services.
The LPL Financial Registered Representative associated with this site may only discuss and or transact securities business with residents of the following states: MA, CT, TN, GA, FL. Securities and insurance offered through LPL or its affiliates are:
| Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |