Northshore Magazine

December 2014

Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.

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P R O M O T I O N Stu Steinberg is a wealth manager and a CPA. Stu believes in community, fam- ily, helping others and he believes in bal- ance. In life, in work, in finances – It's All About Balance. Stu and Eaglerock Financial deliver clients opportunity. Opportunity to be educated on what's best for them now and in the future. Opportunity to communicate in a man- ner that suits them best; face-to-face, Skype, text – it's up to you. Opportunity to benefit from the latest technology that will simplify their financial planning, make it more readily available and easier to comprehend. With more than 20 years of experi- ence in financial services, Stu brings a wealth of perspective and credentials to his work. • B.A. Economics from Union College - 1988 • Suffolk University's Executive MBA program - 1991 • Member of the Financial Services Institute. Stu is a Registered Representative and an Investment Advisor Representative through LPL Financial in the states of CA, CT, FL, MA, MD, ME, NH, NJ, NY,RI & VA. Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Eaglerock Financial, Inc. 55 Pleasant Street Newburyport, MA 01950 978-864-9581 Fax: 339-883-303 stu@eaglerockfinancial.net www.eaglerockfinancial.net Eaglerock Financial, Inc. It's all about balance. I T ' S A L L A B O U T B A L A N C E FINANCIAL ADVISORS notable Steve has over 20 years of experience in the financial services industry. He is the director and founder of Baystate Financial's Retirement Plan Service Department managing over $400 million in retirement plan assets. Baystate Financial has over 112 years of leadership in the financial services industry. Steve began his career in 1993 and since that time he has been successfully working with clients throughout the New England Area Under Steve's leadership, the Baystate Retirement Plan Service department provides a variety of retirement plan consulting services. These include plan design reviews, fee benchmarking and investment analysis – all designed to accomplish the mission of helping his business clients and staff protect themselves from personal and corporate financial liability, while enhancing retirement outcomes for their employees. When was the last time you got a second opinion on your company's retirement plan? Call us today for a worthwhile, no obligation discussion and a copy of our Retirement Plan Self- Assessment Tool. Stephen Cunha CFP®, C(k)P™, CRPS, CLU®, CLTC Stephen Cunha, CFP®, C(k)P, CRPS, CLU®, CLTC Director of Retirement Plan Services Stu Steinberg, CPA, MBA Baystate Financial 301 Edgewater Place, Suite 200 Wakefield, MA 01880 781-876-4113 scunha@baystatefinancial.com www.RetirementCFO.com Securities and investment advisory services offered through New England Securities Corp. (NES), a broker-dealer (Member FINRA/SIPC) and a Registered Investment Advisor. Branch address: Baystate Financial, 200 Clarendon St., 19th Floor, MA 02116. Phone (617)585-4500. Baystate Financial and NES are not affiliated entities. L09 4391349[exp0515][AZ,CT,FL,MA,ME,NH,NJ,NY,RI,TN]

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