About Great North Investment Services

Are you ready to experience more freedom by taking a proactive approach to your personal financial situation? Welcome to Great North Investment Services. Our team is here to help guide you as you pursue your financial goals. We'll work with you one-on-one to help you establish goals and develop a plan to fit your priorities and lifestyle.

Explore our tools and resources to help gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. You'll learn the basic concepts of financial planning, discover more about who we are, and receive fast, easy access to market performance and data.

Schedule a Complimentary Consultation

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is a great way to help reach your financial goals. It is crucial to create a financial plan that seeks to meet your needs now, and that plans for the future, in a tax efficient manner.

Our Services


Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire confidently. Managing assets before and during retirement.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Our Associates

How Can We Help?

Find out how we can help you reach your financial freedom.

Contact Us Now