South Shore Investment Services is a Registered Investment Advisor. Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. Estate planning services are offered through licensed attorneys not affiliated with South Shore Investment Services. Insurance products are offered through individually licensed insurance agents not affiliated with South Shore Investment Services. Clients of South Shore Investment Services are not obligated to use the services of these providers, in order to receive advisory services from South Shore Investment Services. Clients may engage other providers for estate planning or insurance services. We are not affiliated with Medicare or any other government agency.
Investing involves risk, including the potential loss of principal. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product
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.
South Shore Investment Services is a Registered Investment Advisor. Investment advisory services are offered only by duly registered individuals through South Shore Investment Services, a Registered Investment Advisor. Any and all other services referenced are an outside business activity not offered through or supervised by South Shore Investment Services, a Registered Investment Advisor.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.