A pair of financial firms that were located in the same building in Bedford, Mass., have decided to merge.
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Berkowitz & Associates CPAs is merging in North Shore Advisory Group, for an undisclosed sum, according to the Lowell Sun and the Boston Herald. The combined firm includes 17 people and will operate under the Berkowitz name. Berkowitz & Associates specializes in providing tax prep services and tax advice, while North Shore Advisory offers investment services via Investors Capital Corp. The two firms have been operating just one floor apart while sharing meeting space.
The merger took effect on July 1, according to North Shore president Ted Waldron. “It was a relationship of convenience,” he told Accounting Today. “We had not officially been partners, but we had definitely been utilizing them for reviewing some of our more complex returns.”