Address : 1250 South Pine Island Road, Plantation, Florida 33324, United States
Phone Number : +1 954-693-0030
Industries : Financial Services, Investment Management
Website : northstarplanners.com
Company Description
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.
Specialities
- Financial Planning
- Investment Consulting
- Financial Services
- Wealth Management
- Wealth Transfer
- Investment Management
Financial
Employees Total : 10
Revenue (Yearly) : 11.2M
Miscellaneous
Founded in : 2000
Twitter : portfoliomgr
Youtube : view channel
Facebook : NorthstarFinancialPlanners
Linkedin : northstar-financial-planners-inc-
Hosting : Blue Host
Tech : Microsoft Office 365
Tag Management : Google Tag Manager
Advertising Networks : Linkedin Marketing Solutions
Fonts : Typekit
Tech : Mobile Friendly
Last Updated : 2023-11-08
Employees
- Stacy Saavedra ( Client Service Specialist )
- Gary Gonzalez ( Investment Adviser Representative )
- Candy Heeschen ( Client Concierge )
- Richard Lottier ( Customer Service Specialist )
- Charles Thomas ( Associate Advisor )
Alumni
- Candy Heeschen ( Client Concierge )
- Felipe Mejia ( Lead Financial Advisor )
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