True North Financial Services - A MountainOne Financial Partner

Life Is a Journey

We all travel hopefully, taking our own paths and striving to reach our own personal milestones. Family, home, career, travel and retirement are just a few of the destinations we move toward. As with any journey, your financial voyage requires a map and a plan - and sometimes you will need a guide.

True North: Experienced and Local

True North Financial Services provides investment, financial planning, and life insurance services to our clients in the Berkshires and beyond. We make our recommendations after reviewing the wide range of solutions available in the financial marketplace, seeking those that we believe to be the best fit for our clients' needs and lifestyles.

Many of True North's personnel have long-term, or lifetime, connections with the Berkshires. We understand the unique needs and concerns of our neighbors, and value our ongoing reputation in the communities where we live, work and play. We will work hard to gain AND MAINTAIN your trust.

At True North, we take pride in understanding your goals and dreams. The more you share with us, the better job we can do advising you and preparing you for the future. We work hard to understand what keeps you up at night and what is most important to you. Through our relationships within the financial services and insurance industries, we build strategies to help you achieve those goals in the most appropriate way.

Last Updated: 05/13/13

However, as an independent firm, True North is accountable to you - not a product vendor or large corporate entity. We constantly work to keep you on track with regular reviews, portfolio rebalancing and ongoing advice. In other words, we add structure, discipline and accountability to your financial life.

Investments are not FDIC Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.

This communication is strictly intended for individuals residing in the states of
AK,AZ,CA,CO,CT,DC,DE,FL,GA,ID,IL,IN,KY,MA,MD,ME,MI,MO,NC,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,TX,UT,VA,VT,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network^®.
Member FINRA, SIPC, a Registered Investment Adviser.
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