North Light Financial Services

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

81 Samoset St Ste 1, Plymouth, Massachus...

Phone Number

(774) 773-3104

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About North Light Financial Services

North Light Financial Services is an independent provider of financial and investment management services, specializing in retirement income planning, lifetime financial planning, wealth management, and estate/legacy planning. With over 20 years of experience, they serve clients primarily in the South Shore, South Coast, and Cape Cod regions, including towns like Plymouth, Kingston, and Duxbury. Their comprehensive approach involves assessing clients' complete financial situations and creating customized plans to help achieve long-term investment growth and stability. The firm is dedicated to providing trustworthy and compassionate guidance, particularly for those navigating challenging life events.Explore more
North Light Financial Services's Social MediaPopular SearchesNorth Light Financial ServicesNorth Light FinancialJane RicardiNorthLightFinancialSIC Code 62,628NAICS Code 52,523Show more

North Light Financial Services Org Chart

PhoneEmail
CM
United States flag for contact location.

Manager, Client Services, Westerly Office

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

North Light Financial Ser...

<$5M
1-10
Private
-
1999
CM
Christine MylekManager, Client Services, Westerly Office
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1997
KR
Kurt RossiPresident & CEO
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

North Light Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

North Light Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about North Light Financial Services.

North Light Financial Services Tech Stack

A closer look at the technologies used by North Light Financial Services

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Frequently Asked Questions Regarding North Light Financial Services

What is North Light Financial Services's official website?
North Light Financial Services's official website is www.northlightfinancialservices.com
What is North Light Financial Services's Revenue?
North Light Financial Services's revenue is <$5 Million
What is North Light Financial Services's SIC code?
North Light Financial Services's SIC: 62,628
What is North Light Financial Services's NAICS code?
North Light Financial Services's NAICS: 52,523
How many employees does North Light Financial Services have?
North Light Financial Services has 1-10 employees
What industry does North Light Financial Services belong to?
North Light Financial Services is in the industry of: Finance, Securities Trading
What is North Light Financial Services competition?
North Light Financial Services top competitors include: Core Wealth Management, Stratos Wealth Advisors, Independent Wealth Management, Charles Carroll Financial Partners
What technology does North Light Financial Services use?
Some of the popular technologies that North Light Financial Services uses are: Imperva Incapsula, GlobalSign, BlueHost
How do I contact North Light Financial Services?
North Light Financial Services contact info: Phone number: (774) 773-3104 Website: www.northlightfinancialservices.com
What does North Light Financial Services do?

North Light Financial Services is an independent provider of financial and investment management services, specializing in retirement income planning, lifetime financial planning, wealth management, and estate/legacy planning. With over 20 years of experience, they serve clients primarily in the South Shore, South Coast, and Cape Cod regions, inclu... ding towns like Plymouth, Kingston, and Duxbury. Their comprehensive approach involves assessing clients' complete financial situations and creating customized plans to help achieve long-term investment growth and stability. The firm is dedicated to providing trustworthy and compassionate guidance, particularly for those navigating challenging life events.Read More

What are North Light Financial Services social media links?
North Light Financial Services Linkedin page North Light Financial Services Twitter page North Light Financial Services Facebook page
Is North Light Financial Services a public company?
North Light Financial Services is private company therefore does not currently have an official ticker symbol
See more information about North Light Financial Services

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