Peabody-based North Shore Bank has partnered with a financial planning and retirement plan advisory firm.
The roughly $855 million asset bank recently announced a strategic partnership with Danvers-based Coastal Capital Group intended to enhance North Shore Bank’s ongoing commitment to helping customers achieve their financial goals and build security.
Coastal Capital Group partners with individuals, families and business owners to create and implement a plan for their financial life.
“This partnership will be extremely beneficial for our customers. By providing personalized financial planning services through Coastal Capital Group, we have an opportunity to empower the community to improve their financial independence,” Kevin M. Tierney Sr., president and CEO of North Shore Bank, said in a statement. “We feel very fortunate to be able to partner with such a purpose-driven organization.”
Coastal Capital Group’s relationship managers will be available by appointment at all twelve North Shore Bank locations during normal banking hours. Relationship managers will also meet with customers at their homes.
“We empower people to assert predictability and control over their daily finances to strengthen their financial foundation,” Jim Horrocks, CEO of Coastal Capital Group, said in a statement. “This philosophy is the core of everything we do at Coastal Capital Group.”




