Northstar Advisory Group

EST. AUM
$377,038,369

CONTACTS
3

CLIENT ACCOUNTS
866

Firm Details

Metro area North Jersey
CRD Number 306850
Website thenorthstaradvisorygroup.com
Client types

Overview

The NorthStar Advisory Group is an independent financial advisory firm that focuses on creating tailored financial solutions for clients. Their approach begins with understanding clients' goals, concerns, and personal views on money, which helps in developing customized financial plans. The firm offers a range of services, including financial planning, portfolio management, retirement planning, insurance planning, estate planning, business planning, charitable giving, and college planning. NorthStar emphasizes a client-centric service model, ensuring timely responses to inquiries and prioritizing conflict-free financial solutions. The firm operates without the influence of large corporations, allowing them to choose the best options for their clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Northstar Advisory Group

Platform Details

Investment Preferences

Alternative Activity

Address

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