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We provide objective financial planning advice and portfolio management services. Our firm designs and implements highly diversified investment portfolios that are consistent with the individual client's goals and objectives. In addition we strive to design portfolios for each client that fits their particular risk/reward preferences. As a fee-only advisor our firm has a strict legal obligation to put our client's interests ahead of our own. It requires a thorough knowledge of the lowest cost solutions in the financial industry and solutions that optimize the risk/return reward spectrum. We don't sell investment products and receive no commissions from the sale of investment products. Therefore, we have no incentive to "sell" clients something to make our relationship worthwhile. What we do is pure advice and implementation to meet client objectives and goals.

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Northstar Financial Planners, Inc. Questions

The Northstar Financial Planners, Inc. annual revenue was $1 million in 2024.

9 people are employed at Northstar Financial Planners, Inc..

Northstar Financial Planners, Inc. is based in Plantation, Florida.

The NAICS codes for Northstar Financial Planners, Inc. are [5239, 52, 523, 52393].

The SIC codes for Northstar Financial Planners, Inc. are [62, 628].

Top Northstar Financial Planners, Inc. Employees

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