About Us - North Light Financial Services

About Usinfo@northlightfinancialservices.com2024-06-18T14:53:38-04:00

Meet Our Team

Jane Ricardi, CFP®
Certified Financial
Planner™ Professional
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Margaret Brook, CRC®
Certified Retirement Counselor®
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Jackie Walsh, CPA
Client Service Associate

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Your Financial Planning Partners

Our team at North Light Financial Services provides the highest level of client service while implementing financial strategies designed to meet your unique needs. Our clients tell us they appreciate our ability to address their concerns, answer questions, and put their minds at ease. No matter what your stage of life, we will be there to help you navigate your finances along the way. We can help you answer:

How much money will I need to retire?
Will I be able to retire early?
I’m still working. How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
I’m a small business owner. What is the best way for me to save for retirement?
How should I create a tax-advantaged income stream in retirement?

I’m going through a divorce. How do I financially prepare?
How can I assist my aging parents?
Is it possible to save for retirement and provide for my children’s or grandchildren’s college education?
My spouse just passed away. What do I do first?
What do I need to know about wills, trusts, and probate?
How should I invest an inheritance?

Affiliate Office of North Light Financial Services

Regina Quirk

President & Owner

(781) 878-4063

regina@strategicnorwell.com

Mike Quirk

Owner & CFO

(781) 878-4063

mike@strategicnorwell.com

Karen Crane

Client Services Manager

(781) 878-4063

karen@strategicnorwell.com

Dylan Bernache

Business Analyst

781-878-4063

781-982-8139

dylan@strategicnorwell.com

Christine Mylek

Client Services Manager, Westerly Office

(401) 596-6600

(401) 596-2838

chris@strategicnorwell.com

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Who We Are

We are a leading independent provider of financial and investment management services located in Plymouth, MA. We are committed to work in partnership with you in your best financial interests.

What We Offer

We offer goal-based financial solutions for all life stages, designed to meet your unique needs. These solutions include retirement income planning, wealth management, investment selection, tax management, estate conservation, risk management, business retirement plans, and college funding.

How We Work

Our comprehensive approach includes an initial (complimentary) conversation that can take place in person or virtually. We strive to take the time to learn more about your goals, financial needs, and challenges.

From there, we can complete an assessment of your financial picture and develop a plan to help you achieve your goals and dreams. Our on-going service includes regular review and periodic oversight of your plan as your needs evolve and adjust in the face of a constantly changing world.

Disclaimer

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 Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered: CA, FL, GA, HI, KY, IL, LA, MA, ME, NE, NM, OR, RI, SC, VT, WV. If we are not currently registered in your state please email us at info@northlightfinancialservices.com. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we could further discuss our services with you.