Toll Free: (866) 296-3214 | Phone: (216) 245-6920
Let North Coast Financial Group be Your Guide
When planning for your financial future, it is not wise to do it alone. It is a long journey; it is prudent to have a professional help guide you. At North Coast Financial Group, Eric Harris has been helping clients reach their financial goals for over 30 years. Long-lasting client relationships and performance-based strategies are the foundation of North Coast Financial Group.
North Coast Financial Group offers services that address a variety of financial and retirement needs. Managing assets, tax reduction strategies, or mitigating risks through insurance and protection products are areas within which North Coast Financial Group focuses.
Wealth Management
Financial Planning
Retirement Income Planning
Tax-Minimization Strategies
Insurance Planning
Establishing and executing a sound financial plan are critical in preparing for a stable and successful financial future. North Coast Financial Group has a five-step, time-tested process to help clients identify and work towards achieving their financial goals.
Comprehensive fact-finding interview to identify retirement needs, desires and goals.
Review what is currently in place, what may or may not be working.
Strategize and make recommendations to reach income goals.
Implement agreed upon strategies.
Make periodic adjustments as life changes.
Download our complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.
No one corners the market on good ideas, so let North Coast Financial Group give you a complimentary, no-obligation review of your current plan to determine if any enhancements can be made to better protect your wealth.
North Coast Financial Group proudly serves clients across the country with offices in Beachwood Ohio, and offices of convenience in Atlanta Georgia and Chicago Illinois. Eric Harris is available to answer any questions you may have.
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Address:
Commerce Park IV
23240 Chagrin Blvd.
Suite 535
Beachwood, OH 44122
Securities and Advisory services offered through Madison Avenue Securities, LLC (MAS)
Member FINRA/SIPC and a Registered Investment Advisor.
Madison Avenue Securities and North Coast Financial Group are not affiliated Companies.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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