North Light Financial Services

North Light Financial Services We are a client focused provider of financial and investment management services located in Plymouth, MA. See us by appointment.

Our team at North Light Financial Services can help answer the questions you have about your financial future such as:

- How much money will I need in order to retire?
- Will I be able to retire early?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or Roth IRA?
- How can I maximize the return on my investments while reducing risk?
- How can I “inflation-proof” my

investment income?
- How can I provide for my children’s or grandchildren’s college education?
- Do I need long-term care insurance? Disability insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate? Our comprehensive approach includes an assessment of your complete financial picture and a customized financial plan to help you achieve your goals and dreams for long-term investment growth and stability. Our on-going service includes periodic review and oversight of your plan in the face of a constantly changing world. Visit us at www.northlightfinancialservices.com. Links to articles/ websites: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Cambridge Investment Research makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063. Content provided via links to third party sites should not be considered an endorsement of
content, which we cannot verify completeness or accuracy of.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Independence Day is almost here, with festivities and fireworks marking the 250th anniversary of the founding of the Uni...
07/03/2026

Independence Day is almost here, with festivities and fireworks marking the 250th anniversary of the founding of the United States. It reminds us how the enduring spirit of our nation is possible thanks to incredible individuals like you—our neighbors, friends, and family. Enjoy this special celebration!

Happy Father's Day! Today we celebrate all the wonderful men who step up to be a force for good. To the Dads who are alw...
06/21/2026

Happy Father's Day! Today we celebrate all the wonderful men who step up to be a force for good. To the Dads who are always there, the Step-Dads who choose to love, the Grandfathers with wisdom to share, and every father figure who provides guidance and laughter. We see you and appreciate you! Enjoy your well-deserved day. ❤️☀️

06/17/2026
Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Remembering the dedication and sacrifice of our armed services and their families this Memorial Day.
05/24/2026

Remembering the dedication and sacrifice of our armed services and their families this Memorial Day.

Happy Mother's Day to all the women who bring care, guidance, and light into the world! Your influence matters, and we h...
05/09/2026

Happy Mother's Day to all the women who bring care, guidance, and light into the world! Your influence matters, and we hope you feel truly appreciated!

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the...
04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...

Address

Plymouth, MA
02360

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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