About
North Ridge Securities Corp. and
North Shore Capital Management Corp.
The dedicated professionals of North Ridge Securities Corp. and North Shore Capital Management Corp. regularly
assist clients in understanding today's complex financial world.
North Ridge Securities Corp. is a full-service broker/dealer and is registered and licensed by the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corp. (SIPC). Brokerage transactions are cleared through our correspondent firm,
Pershing LLC.
North Shore Capital Management Corp. is a seasoned financial planning organization with over 70 years of management experience providing clients
with services encompassing a wide spectrum of financial options and strategies. Our philosophy and mission statement communicates our
desire for excellence and quality as we seek to help you manage your financial assets.
Since the inception of our firms in the late 1980's, our Registered Representative professionals have provided their clients with
knowledgeable guidance through various phases of their financial lives. Implementing a financial plan takes patience and a full
understanding of an individual's unique and often, specific financial situation. Our objective is to do everything that appropriately
reflects our clients' needs in order to help them achieve their financial goals. We implement all types of investments programs -
for individuals, families, trusts and corporations, as we work with our clients to create the programs and strategies that can achieve
their goals.
 |
Our administrative personnel have been thoroughly trained to provide ongoing support services to our financial advisors.
We pride ourselves on our responsiveness and efficiency, either proactively, or when called upon by representatives and
their clientele.
Our team of seasoned financial advisors and planners have a long collective experience in the field of managing client
assets. Many are CERTIFIED FINANCIAL PLANNER professionals. Some are CPAs and ChFCs
(Chartered Financial Consultants) as well. As the needs and goals of a family change over time, we are thoroughly committed
to helping the family accumulate, grow, avoid financial risks, preserve capital and retain wealth.
We understand the critical nature of smoothly and efficiently working with a client's other professionals to help
achieve objectives. We work with independent Estate Planning attorneys to provide our clients with the legal services
they require in the areas of wills, trusts and estate administration, as well as assisting you to implement critically
important Elder Law strategies for yourself and family members.
We truly believe in the team approach in achieving our client's success. To this end, we will work with independent
CPAs to oversee essential tax planning concepts that might be appropriate. For our corporate clients, we work closely
with pension administrators, certified appraisers, mortgage professionals, employee benefit experts and other specialists
in the New York metropolitan area and around the United States.
|