True North Financial Partners LLC Employee Directory
Financial ServicesMassachusetts, United States2-10 Employees
True North Financial Partners LLC is a small financial services firm based in Waltham, Massachusetts. It emphasizes a client-centric, needs-driven approach to wealth management, focusing on listening to clients, understanding their circumstances, and tailoring solutions to individual situations. The firm states its goal as delivering professional wealth management guidance customized to each client’s situation. The firm’s affiliated professionals may be licensed to sell life insurance through New York Life Insurance Company and could hold licenses with other independent insurers in a broad set of states. They are registered representatives of NYLIFE Securities LLC, and some are investment adviser representatives with Eagle Strategies LLC, with True North Financial Partners operating independently from Eagle Strategies. A standard disclaimer notes that neither New York Life nor the firm provides tax, legal, or accounting advice.
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