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True North Financial Services, Inc.


True North Financial Services, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

You know how important it is to manage your money wisely and to plan for the future. True North Financial Services, a Mountain One company, can help. True North Financial Services provides comprehensive investment, financial planning and life insurance services to clients throughout Berkshire County, on Cape Cod and beyond.

As a member of the financial services community, they, along with all of their peers, have developed a plan that will assure their ability to continue to service your accounts, even if they are unable to continue operations. As one small piece of a complex, interdependent industry, they will make sure that they meet their responsibilities effectively, efficiently and with a coordinated speed that is derived only from proper planning. The financial services community has worked together coordinating plans that assure operations are resilient and that the effects of disruptions in service are minimized in order to maintain public trust and confidence in their companies and financial institutions in general.

The Company provides services such as Asset Management, Investment Planning, Retirement Planning, Estate Planning Insurance Planning, Risk Management, Mutual Funds, Annuities, Stocks, Bonds Life Insurance and Long Term Care Insurance these all above personal financial services they offers to their clients. 401 k & 403 b, Profit Sharing, Deferred Compensation, IRA Rollovers, SEP and SIMPLE these retirement plans and Split Dollar, 162 Executive Bonus, Business Continuation, Stock Redemption, Key Man and Business Overhead These business life insurance they offers to their clients.

Their clearing firm, Pershing LLC, backs up their important records in two geographically dispersed facilities. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, their clearing firm has advised them that its objective is to restore its own operations and be able to complete existing transactions and accept new transactions and payments within four hours. Your orders and requests for funds and securities could be delayed during this period.

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