Northstar Financial Planners, Inc.

Get Full Access

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.
  • location

    Headquarters:1250 South Pine Island Road Suite 275, Plantation, Florida, United States

    More
  • Northstar Financial Planners, Inc. phone

    Phone Number: +1 954-693-0030

  • Northstar Financial Planners, Inc. website

    Website: https://www.northstarplanners.com

  • Northstar Financial Planners, Inc. employees

    Employees:8

  • Northstar Financial Planners, Inc. revenue

    Revenue:$1 - 10M

  • Northstar Financial Planners, Inc. legal name

    Legal Name:Northstar Financial Planners, Inc.

  • Northstar Financial Planners, Inc.'s Social Media

    Northstar Financial Planners, Inc. linkedin Northstar Financial Planners, Inc. facebook
  • done Is this data correct?
  • |  NAICS Code: 523930  |

    Show More
Person level website identification

Owner for Northstar Financial Planners, Inc.

Allen Giese

Owner

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Allen Giese

Owner

Frequently Asked Questions regarding Northstar Financial Planners, Inc.

  • Where are Northstar Financial Planners, Inc.'s Headquarters?

    Northstar Financial Planners, Inc.'s Headquarters are in 1250 South Pine Island Road Suite 275,Plantation,Florida,United States

  • What is Northstar Financial Planners, Inc.'s phone number?

    Northstar Financial Planners, Inc.'s phone number is +1 954-693-0030

  • What is Northstar Financial Planners, Inc.'s official website?

    Northstar Financial Planners, Inc.'s official website is https://www.northstarplanners.com

  • What is Northstar Financial Planners, Inc.'s Revenue?

    Northstar Financial Planners, Inc.'s revenue is $1 - 10M

  • What is Northstar Financial Planners, Inc.'s NAICS code?

    Northstar Financial Planners, Inc.'s NAICS code is 523930

  • How many employees are working in Northstar Financial Planners, Inc.

    Northstar Financial Planners, Inc. has 8 employees

  • What is Northstar Financial Planners, Inc.'s Industry?

    Northstar Financial Planners, Inc. is in the industry of Financial Services

  • Who is Northstar Financial Planners, Inc.'s Owner?

    Northstar Financial Planners, Inc.'s Owner is Allen Giese

Company Directory