


Northstar Financial Planners Email Formats
Financial Services • Plantation, Florida, United States • 1-10 Employees
Northstar Financial Planners Email Formats
Northstar Financial Planners uses 2 email formats. The most common is {first initial} (e.g., j@northstarplanners.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@northstarplanners.com | 87.5% |
{first name} | john@northstarplanners.com | 12.5% |
Key Contact at Northstar Financial Planners
Allen Giese
President, Investment Advisor Representative
Company overview
| Headquarters | 1250 S. Pine Island Road, Suite 275, Plantation, FL 33324, US |
| Phone number | +19546930030 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Wealth Transfer, Financial Planning, Investment Consulting |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
About Northstar Financial Planners
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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Northstar Financial Planners has 4 employees across 3 departments.
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Number of employees
Funding Data
Northstar Financial Planners has never raised funding before.
Northstar Financial Planners Tech Stack
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