NorthStar Financial & Retirement Planning, LLC Claim this business
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NorthStar Financial & Retirement Planning, LLC is a insurance agency located in Greenville. They offer lawyer, finance, consultant and service services. Rated 4.9 stars from 36 Google reviews.
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- Address113 Whitsett St, Greenville, SC 29601, USA, Greenville 29617
- Phone(864) 297-0762
- Websitewww.northstar65.com/
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Reviews
These are knowledgeable guys who take the time to listen and provide sound guidance. They have in house expertise with all facets of retirement planning. We have really appreciated the work of Zach and the team at Northstar.
Had a complimentary financial review with Travis to address some tax concerns. He successfully answered my questions and provided some guidance regarding tax planning going forward.
Medicare seminar was helpful. Was glad to connect with someone knowledgeable in Medicare. Thank you! PS It was free so you can’t beat the price!
George and the staff at Northstar are top notch. I have been with them for 7 years and am very pleased with the work they have done with my retirement plan and savings. I am now in a great place to begin my retirement. They are honest hard working and always answer any calls promptly. Thanks again to Northstar
Everyone we have worked with is very nice and takes the time to listen to our questions and our goals for retirement. We feel confident we have made the right choice - they are (of course) very knowledgeable and take the time to explain things when I have questions.