Insuring against adversity, investing for opportunity, and planning for both.
Your complete financial strategy in one place
No one financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.
A firm you can trust
Our unique organizational structure connects you to numerous specialists on everything from life insurance to investments to business solutions, each one dedicated to your complete financial health.
Your choice of carriers. Your interests at the forefront of every recommendation.
assets under administration
donated to charity
years in service
Numbers as of 2021
A company where everyone can make an impact
We believe that to serve our clients to the best of our ability we must first build a positive culture within our firm.
At North Star, we work to build a culture that is unequivocally goals-driven and team-oriented. We are a national firm, yet our financial professionals and team members form a close-knit community invested in each other’s success.