Northstar Financial joined with Kensington Management to form a larger firm with a broader array of services in 2010. The resulting organization is able to offer Financial Planning for individuals, Families and Businesses [Wealth protection for owners and 401k for owners and employee's] We do NOT use 3rd party money managers but create detailed plans for our clients and develop a unique portfolio structure on their behalf which we manage internally. Or we have available our own portfolio models that capture Mutual Funds and ETFs as well as equities and simple options strategies. Each can be used as a stand alone investment strategy or integrated along with other investment strategies.
The Employees of Northstar Financial Companies, Inc. may also be registered with Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC, and Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Through the relationship with Cambridge, our clients enjoy access to a comprehensive array of financial products plus state of the art account reporting and services through Cambridge’s ever evolving web site. Most importantly, clients can take comfort in knowing that we, as Independent Advisers, are not affiliated with any one company’s proprietary products and therefore are free to focus on what best meets each clients needs and desires.
Northstar Financial Companies, Inc. is a firm built to serve. From research partners to administrative assistants, financial advisors and business executives, all team members work as one comprehensive unit whose goal is to ensure that all of your planning needs and service requirements are being met on an ongoing basis.
The Advisers of Northstar Financial Companies, Inc., Inc. are required to have a college degree. They must also have passed the FINRA Series 7 and Series 66 examinations, or the equivalent and must have or be actively pursuing the Certified Financial Planner· (CFP) or Chartered Financial Analyst (CFA) designations. They must continue to meet the continuing education requirements of their designation and be an active member of the Financial Planning Association. www.nstarfinco.com
