Offering a Suite of Holistic Financial Services

Services are customized based on each client.

A Firm Built on Service

At North Coast Financial Group, your unique needs and objectives matter. After getting to know you, all recommendations and strategies are crafted for your specific situation and long-term goals.

Wealth Management

At North Coast Financial Group we intelligently craft tactical approaches when developing a plan to meet your financial goals. Our clients feel confident entering their retirement years knowing we have established a long-lasting, personal relationship built on dedication, performance and recommendations that are in their best interests.

Financial Planning

Services can include strategies for preserving assets, maximizing retirement income, reducing market risk, and potentially lowering taxes in accordance with long-term goals.

Retirement Income Planning

Retirement income planning can be a complicated, intricate process. With many important decisions to make and options available, it is important to have a resource you can count on to help you make the correct decisions.

Tax-Minimization Strategies

Taxes will always be a part of life. We can review the allocation of your investments to determine if tax reduction strategies make sense in your case. Every dollar saved today can work for you during retirement.

Insurance Strategies

Certain life circumstances are out of our control—illness, injury, and even death. We understand the financial impact that each of these events can bring and will work tirelessly to provide a personalized insurance plan to protect you and your legacy.

Why not take a second look at protecting your wealth?

Let's talk!

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.

Let's talk!

Want to learn more from Eric Harris?

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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Contact Us

Location Information

Address:

Commerce Park IV
23240 Chagrin Blvd.
Suite 535

Beachwood, OH 44122

Contact Information

Toll Free:

(866) 296-3214

Phone:

(216) 245-6920

Fax:
(216) 245-6928

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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