Expertise.com Rating
Review Sources
- 5.0
(2)
Why choose this provider?
Northstar Financial Planners, Inc., is a company based in Plantation. This financial advisory firm serves individuals, couples, families with special needs, pre-retirees, and special-risk employees throughout Davie. It assists clients in determining their goals and helps them in developing financial strategies. It also offers wealth management, investment consulting, and advanced planning services. Allen Giese, president of the firm, is a Chartered Special Needs Consultant, Chartered Life Underwriter, and Chartered Financial Consultant. He has been in the financial advisory industry since 1991.
- Certified Financial Planner (CFP)