Why choose this provider?
North Star Financial Partners is an independent services firm that caters to clients throughout Rancho Cordova and the neighboring metros. Its financial advisors offer a holistic financial planning experience that aims to bridge clients’ financial realities to their goals. They create customized financial roadmaps for each client, which include comprehensive financial, retirement, and estate planning; investment and risk management; and benefits consulting. North Star Financial Partners was officially founded in 2008 by a group of advisors who have worked together since 1994.
License Verified:
License: 3128209
Investment Adviser Public Disclosure Database, SEC
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail
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