A pair of financial firms that were located in the same building in Bedford, Mass., have decided to merge.
Berkowitz & Associates CPAs is merging in North Shore Advisory Group, for an undisclosed sum, according to the
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.”