Broker Check

Our Services

North Shore Capital Group, Inc. provides professional investment product and services to hundreds of investors throughout the Chicagoland area and around the country. We have built a reputation for delivering a superior level of personalized service and attentive one-to-one coaching.

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Home
  • Auto
  • Umbrella Liability
  • Motorcycle, Boat, and Snowmobile

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • 529 Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Asset Allocation Services and Asset Management
  • Financial Planning
  • Mutual Funds
  • Stocks and Options
  • Fixed and Variable Annuities
  • Bonds: Tax Free, Municipals, Zero Coupon and Corporate
  • Unit Investment Trusts
  • Government Securities
  • Certificates of Deposit
  • Alternative Investments

Specialized Services

  • Fee-Based Opportunities
  • Mortgage Originations
  • Online and Telephonic Bill Payment
  • Specialized Lending Services
  • Customized Monthly Statements
  • Live Interactive On-line Wealth Management Software
  • In-Home Meetings
  • Online collaborative tools
  • Relevant and Timely Newsletters
  • Educational Events
  • Regular Portfolio Reviews

 

NSCG's clients receive personalized attention from a Financial Advisor in planning for retirement, a child or grandchild's education, enhancing current income or lowering tax impact, as well as estate and financial planning. They even receive actionable strategies to reduce and eliminate debt for the purpose of increased cash flow. The Financial Advisors at NSCG believe that a debt-free balance sheet can often be the best platform to accumulate and manage long term, generational wealth. They are equipped to teach you how.

 

North Shore Capital Group, Inc., an independent firm. Securities offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.  847-735-9200, 1 Westminster Place, Suite 100 N, Lake Forest, IL 60045.

North Shore Capital Group, Inc. provides professional investment product and services to hundreds of investors throughout the Chicagoland area and around the country. We have built a reputation for delivering a superior level of personalized service and attentive one-to-one coaching.

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Home
  • Auto
  • Umbrella Liability
  • Motorcycle, Boat, and Snowmobile

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • 529 Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Asset Allocation Services and Asset Management
  • Financial Planning
  • Mutual Funds
  • Stocks and Options
  • Fixed and Variable Annuities
  • Bonds: Tax Free, Municipals, Zero Coupon and Corporate
  • Unit Investment Trusts
  • Government Securities
  • Certificates of Deposit
  • Alternative Investments

Specialized Services

  • Fee-Based Opportunities
  • Mortgage Originations
  • Online and Telephonic Bill Payment
  • Specialized Lending Services
  • Customized Monthly Statements
  • Live Interactive On-line Wealth Management Software
  • In-Home Meetings
  • Online collaborative tools
  • Relevant and Timely Newsletters
  • Educational Events
  • Regular Portfolio Reviews

 

NSCG's clients receive personalized attention from a Financial Advisor in planning for retirement, a child or grandchild's education, enhancing current income or lowering tax impact, as well as estate and financial planning. They even receive actionable strategies to reduce and eliminate debt for the purpose of increased cash flow. The Financial Advisors at NSCG believe that a debt-free balance sheet can often be the best platform to accumulate and manage long term, generational wealth. They are equipped to teach you how.

 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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