North Shore Planning Group

The North Shore Planning Group's is a navigation system of the financial ship is the Planning Process. We assist our customers to live their dreams by making smart financial choices. Our firm understands that everybody's aims situation are different, we know how to listen, understand and determine the finest way to go. We've been in business since 1994 and are centrally situated in Port Jefferson Station Long Island. Our company is dedicated to the Financial Planning Process using the Certified Financial Planners Board of Standards.