At the North Shore Financial Group, an office of MetLife, we pride ourselves on being a preeminent financial services firm in the communities in which we live and work. 

Our Financial Services Representatives will use their vast experience and highest levels of professionalism to properly assess your personal situation and provide you with an array of options to help you navigate your financial life. 

We work collaboratively by leveraging each other’s skill sets to provide a client-centric approach to uncovering every aspect of your financial plan!

The tremendous resources made available to us through MetLife, a top one hundred FORTUNE 500® company, allows us to provide our clients with the most innovative products and services in the market today. 

The North Shore Financial Group will be with you every step of the way to help you navigate your life.

 

We have representatives in this office licensed and registered to offer products and services in [NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Retirement Toolbox

Tools to help you begin the process of ensuring the retirement lifestyle you want.

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

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