Our Qualifications

• CLU® – Chartered Life Underwriter

• ChFC® – Chartered Financial Consultant® professional

• LUTCF – Life Underwriter’s Training Council Fellow

• CFP® – CERTIFIED FINANCIAL PLANNER^TM Professional

• CLTC – Certified in Long-Term Care

• REBC – Registered Employee Benefits Consultant

• RHU® – Registered Health Underwriter

In addition to the qualifications above, North Shore Financial Group supports service in close to a dozen languages.  Also, as part of our commitment to providing inclusive financial education and support, we have advisors specialzing in a variety of business and lifestyle communitites.

Please note that mutual funds/variable contracts/fixed annuities are sold by prospectus/offering statement/contract which may not be available in a language other than English. Please be sure that you understand any product before you purchase it.

Some of our representatives hold one or more of the following professional designations: