Find the right financial professional for you.
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Find a financial professional who shares your values and upholds your priorities. With over 170 financial professionals nationwide,1 we can help you navigate the path to financial security. |
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How we can help
No financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.
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Get personalized recommendations.
Connect with a financial professional who understands the specific challenges you face and specializes in solutions designed for your career and lifestyle.
Individual and families |
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A firm you can trust.
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We exist to help families and individuals start and stay the path to financial security. Your North Star financial advisor and associate has immediate access to numerous specialists on everything from life insurance to investments to business solutions. |
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$9.5 |
$5.8 |
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140,000 |
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Join a company where everyone can make an impact.
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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. |
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Medicare open enrollment season
October 15th to December 7th
Consult with our Medicare Supplement team at no cost, with no obligations to ensure you have appropriate health coverage entering retirement.
Newsroom
Insights for your financial wellness
How a Worldwide Crisis Affects Your Investment Potential
As we all continue to adjust to the impacts of COVID-19, North Star's vice president and director of investments, Jeff Landt, reflects on how this pandemic will affect investors for many years to come. Read more »
Personal Finance During COVID-19
While we can’t settle all your uncertainty, North Star is here to help as a steady resource for all your financial questions in the midst of our current crisis. Read more »
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Our dedicated team of advisors and specialists are here to listen and to help you navigate this new era of financial concerns and opportunities.
1As of December 2019
2As of June 2020
3As of October 2020
3282358/DOFU 10-2020