Northstar Financial Planning - Windham, New Hampshire
Address: 112 Range Rd, Windham, NH 03087, United States.
Phone: 6034582776.
Website: northstarfp.com
Specialties: Financial planner, Financial advisor, Financial Advisor, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Northstar Financial Planning
⏰ Open Hours of Northstar Financial Planning
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Northstar Financial Planning: A Comprehensive Overview
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For individuals and families seeking comprehensive and personalized financial planning services, Northstar Financial Planning presents a compelling option. Located at 112 Range Rd, Windham, NH 03087, United States, this firm offers a suite of services designed to help clients achieve their long-term financial goals. With a dedicated team and a commitment to client satisfaction, Northstar Financial Planning is quickly gaining recognition within the financial advisory landscape.
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About Northstar Financial Planning
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Northstar Financial Planning is a women-owned firm specializing in a wide range of financial advisor services. They pride themselves on building strong, trusting relationships with their clients, understanding their unique circumstances, and tailoring strategies accordingly. The firm's philosophy centers on proactive planning, incorporating elements of investment management, retirement planning, estate planning, and insurance solutions. They recognize that financial well-being is multifaceted and require a holistic approach.
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Services Offered
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Northstar Financial Planningâs service offerings are designed to cater to diverse client needs. These include:
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- Financial Planning: Developing individualized financial plans based on clientsâ goals, risk tolerance, and time horizon.
- Investment Services: Creating and managing investment portfolios aligned with client objectives, utilizing a variety of investment vehicles.
- Retirement Planning: Assisting clients in planning for a comfortable retirement, including savings strategies, asset allocation, and income distribution.
- Estate Planning: Collaborating with legal professionals to help clients develop estate plans that ensure their assets are distributed according to their wishes.
- Insurance Planning: Evaluating and recommending appropriate insurance coverage to mitigate financial risks.
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The firm emphasizes ongoing monitoring and adjustments to these plans as client circumstances and market conditions evolve. They understand that the financial landscape is dynamic and requires adaptability.
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Location and Accessibility
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Northstar Financial Planningâs physical location at 112 Range Rd, Windham, NH 03087, offers convenient access for clients in the surrounding area. The office is equipped to provide both on-site services and online appointments, maximizing accessibility for clients regardless of their location. Furthermore, the facility adheres to accessibility standards, boasting a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet, demonstrating a commitment to inclusivity. Appointments are generally required, and are strongly recommended to ensure adequate time for personalized consultation.
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Client Feedback and Reputation
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Currently, Northstar Financial Planning has garnered positive feedback, evidenced by 1 reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. This positive feedback highlights the firmâs dedication to providing exceptional service and building strong client relationships. The small number of reviews suggests a relatively new firm, but the initial response is exceedingly favorable.
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Key Features and Benefits
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Several key features distinguish Northstar Financial Planning from other firms:
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- Women-Owned Business: Clients appreciate the firm's commitment to diversity and inclusion.
- Personalized Service: Each client receives individualized attention and tailored solutions.
- Comprehensive Approach: The firm addresses all aspects of a clientâs financial life.
- Accessibility: The firmâs commitment to accessibility ensures that clients with disabilities can readily utilize their services.
- Online Convenience: Online appointments provide flexibility and ease of access.
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The firmâs website, northstarfp.com, offers further details about their services and team. Interested parties can also contact the firm directly at 6034582776.
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Contact Information
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Address: 112 Range Rd, Windham, NH 03087, United States
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Phone: 6034582776
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Website: northstarfp.com
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Northstar Financial Planning represents a solid choice for individuals and families seeking dedicated and knowledgeable financial planning support. Their commitment to client success, combined with their accessible services and positive reputation, positions them as a valuable resource in the financial community.
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👍 Reviews of Northstar Financial Planning
