About Us 2017-03-29T17:03:45+00:00

Meet Our Team

Jane Ricardi, CFP®
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Margaret Brook
Director, Client Services

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Our team at North Light Financial Services is dedicated to providing the highest level of client service while implementing financial strategies designed to meet the unique needs of each individual.

Our clients tell us they appreciate our ability to address their concerns, answer questions, and put their minds at ease.

Your Financial Planning Partners

Plymouth MA financial advisors

Our team can help answer the questions you have about your financial future such as:

  • How much money will I need in order to retire?
  • Will I be able to retire early?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or Roth IRA?
  • How can I maximize the return on my investments while reducing risk?
  • How can I “inflation-proof” my investment income?
  • How can I provide for my children’s or grandchildren’s college education?
  • Do I need long-term care insurance?
  • What do I need to know about wills, trusts, and probate?