North Shore Advisory Group, Inc. is a one-stop financial consulting group which has set us apart from other traditional CPA firms. We believe in year-round tax planning where we help our clients keep more of the revenue that they generate.  We provide our clients with comprehensive and sound investment advice through our broker dealer Investors Capital Corporation.  We work with some of the world's top money managers, insurance companies, and institutional grade real estate.  Our complete planning process also involves proper estate planning working with some of the best attorneys in the area.  At the North Shore Advisory Group, Inc., we look at the ENTIRE financial picture which includes tax planning, brokerage services, life and long-term care insurance, individual bonds, private real estate investment trusts, and estate planning.  Making the right choice today can help you stay on the right path for the future. We've partnered with Berkowitz & Associates to provide tax preparation services. Through this affiliation, Mr. Berkowitz has provided our clients with valuable tax advice providing our clients with a complete financial care offering.

Individual & Family

North Shore Advisory Group has the expertise and experience to assist you whether you are planning individually or for your family. Let’s create a plan that fits your needs.

Business

North Shore Advisory Group has worked with many different types of clients representing a broad variety of businesses and has the expertise to help your business.

Technology Services

North Shore Advisory group has worked with major accounting software applications such as Netx360 & Albridge and can provide you with the expertise to implement a solution that is both beneficial and cost effective given your needs.