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About

About This Business

Rise North Capital provides financial advising services, including guidance on insurance, annuities, retirement planning, investments, and tax strategies. The company assists clients with professional investment advice through a detailed process involving the engagement of Foundations Investment Advisors, LLC. This involves the execution of required documentation and receipt of necessary disclosures to ensure compliance. Investments entail risks, and past performance does not guarantee future results. The business provides services to commercial customers.

BBB Accredited Since: 6/26/2025

Years in Business: 6

Business Details

BBB File Opened:
5/29/2024
Business Started:
5/29/2019
Business Incorporated:
5/29/2019
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Ms. Sabrina Logan, Manager
Matt Logan, Founder
Number of Employees:
5

Additional Contact Information

Principal Contacts
Ms. Sabrina Logan, Manager
Matt Logan, Founder
Customer Contacts
Ms. Sabrina Logan, Manager
Matt Logan, Founder
Fax numbers
Primary Fax: (781) 519-6969
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 20077059 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 2/28/2027.

Massachusetts Division of Insurance

1000 Washington Street, Suite 810

Boston MA 02118

BBB records show a license number of 3001708921 for this business, issued by Rhode Island Department of Business Regulation. The expiration date of this license is 2/28/2026.

Rhode Island Department of Business Regulation

1511 Pontiac Ave

Cranston RI 02920

(401) 462-9500

Fax: (401) 4629532

Website

BBB records show a license number of 20077059 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 2/28/2026.

Massachusetts Division of Insurance

1000 Washington Street, Suite 810

Boston MA 02118

BBB records show a license number of 3003509818 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 2/28/2027.

Massachusetts Division of Insurance

1000 Washington Street, Suite 810

Boston MA 02118

BBB records show a license number of 3003281916 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 2/29/2028.

Massachusetts Division of Insurance

1000 Washington Street, Suite 810

Boston MA 02118

BBB records show a license number of 20077059 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 3/31/2026.

Massachusetts Division of Insurance

1000 Washington Street, Suite 810

Boston MA 02118

BBB records show a license number of 20077059 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 2/28/2026.

Massachusetts Division of Insurance

1000 Washington Street, Suite 810

Boston MA 02118

BBB records show a license number of 20077059 for this business, issued by Massachusetts Division of Insurance. The expiration date of this license is 2/28/2026.

Massachusetts Division of Insurance

1000 Washington Street, Suite 810

Boston MA 02118

Additional Information

Other Resources
Massachusetts Division of Insurance
1000 Washington Street
Boston MA 02118
Phone Number: 617-521-7794; 877-563-4467
https://www.mass.gov/orgs/division-of-insurance
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
http://www.sec.state.ma.us/sct/sctidx.htm
[email protected]

Industry Tip

More Resources

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